Senior Financial Advisor - Wealth Management

Placements24; Soweto; On-site; ZAR 600,000 - 1,000,000; Full time

Benefits offered by this job

Competitive base salary

Commission and bonuses

Medical aid and retirement benefits

Job summary

Placements24 seeks a Senior Financial Advisor in Soweto to deliver comprehensive wealth management services. You will develop personalized financial plans, manage client portfolios, and provide expert investment advice while building strong client relationships.

Ideal candidates have 5+ years in wealth management, CFP/CFA desirable, and strong communication and sales skills. The role emphasizes ethical client-centric service and collaboration with internal specialists.

Qualifications

• Bachelor's degree in Finance, Economics, Business Administration or related field.
• CFP or CFA certifications are highly desirable.
• Minimum of 5 years of experience as a Financial Advisor in wealth management.
• Proven track record with client portfolios and financial planning objectives.
• Strong knowledge of investments, markets and regulatory frameworks.

Responsibilities

• Develop and implement personalized financial plans for clients including investments, retirement, insurance and estate planning.
• Build and nurture long-term relationships with high-net-worth individuals and families.
• Provide expert advice on investment strategies, asset allocation and portfolio management.
• Conduct regular client reviews and adjust plans to meet goals.
• Stay informed about market trends and regulatory changes.

Skills

Client relationships

Portfolio management

Communication

Sales & business development

Ethical conduct

Independent work

Education

Bachelor's degree in Finance, Economics, Business Administration

CFP

CFA

Tools

CRM systems

Financial planning software

Job description

Our client, a prestigious wealth management firm, is looking for a driven and experienced Senior Financial Advisor to join their esteemed practice in Soweto, Gauteng . This role is ideal for a seasoned professional passionate about helping clients achieve their financial goals through personalized wealth management strategies. The Senior Financial Advisor will be responsible for building and maintaining strong client relationships, providing comprehensive financial planning advice, and managing investment portfolios. You will leverage your expertise in financial markets, retirement planning, and estate planning to deliver exceptional service. The successful candidate will possess excellent communication and interpersonal skills, a client-centric approach, and a proven track record of success in financial advisory. Join our client's dedicated team in Soweto and make a significant impact on individuals' financial well-being.

Key Responsibilities

• Develop and implement personalized financial plans for clients, encompassing investments, retirement, insurance, and estate planning.
• Build and nurture long-term relationships with high-net-worth individuals and families.
• Provide expert advice on investment strategies, asset allocation, and portfolio management.
• Conduct regular client reviews to assess progress towards financial goals and make necessary adjustments.
• Stay informed about market trends, economic conditions, and financial products.
• Ensure compliance with all relevant regulatory requirements and company policies.
• Generate new business through referrals and networking.
• Collaborate with internal specialists (e.g., tax advisors, estate planners) to provide holistic financial solutions.
• Maintain accurate client records and manage administrative tasks efficiently.

Requirements

• Bachelor's degree in Finance, Economics, Business Administration, or a related field.
• Relevant certifications (e.g., CFP, CFA) are highly desirable.
• Minimum of 5 years of experience as a Financial Advisor, with a focus on wealth management and financial planning.
• Proven track record of successfully managing client portfolios and achieving financial planning objectives.
• In-depth knowledge of investment products, financial markets, and regulatory frameworks.
• Excellent interpersonal, communication, and presentation skills.
• Strong sales and business development acumen.
• Client-centric mindset with a commitment to ethical conduct.
• Ability to work independently and manage a diverse client base in Soweto .
• Proficiency in financial planning software and CRM systems.

Benefits

• Competitive base salary of ZAR , plus attractive commission and bonus structures.
• Comprehensive medical aid and retirement fund benefits.
• Opportunities for professional development and advanced certifications.
• Supportive team environment and mentorship from senior advisors.
• Established client base for immediate portfolio management.
• Work within a reputable financial advisory firm in Soweto .
• Contribute meaningfully to clients' financial success.
• Access to leading research and investment tools.