Senior Financial Advisor - Wealth Planning for HNW Clients

Placements24; Benoni; Vor Ort; ZAR 600.000 - 900.000; Vollzeit

Benefits dieser Stelle

Commission

Medical insurance

Dental plan

Vision coverage

Continuing education

Zusammenfassung

Placements24 seeks an experienced Senior Financial Advisor in Benoni to deliver comprehensive financial planning services for high-net-worth individuals and families in Gauteng. You will lead wealth management initiatives, coordinate investment strategies, retirement planning, and tax considerations, while building lasting client relationships.

The role emphasizes client-focused service, deep market knowledge, and ongoing collaboration with a reputable financial institution to drive long-term

Qualifikationen

• Bachelor's degree required; CFP certification or equivalent highly preferred.
• Extensive experience as a Financial Advisor with proven success.
• Strong knowledge of financial planning, investment strategies, and tax laws.
• Excellent communication, interpersonal, and client relationship skills.
• Ability to analyze complex financial situations and provide clear, actionable advice.

Aufgaben

• Develop and implement personalized financial plans for clients, including investment, retirement, and estate planning.
• Conduct thorough financial needs analysis and risk assessment for clients.
• Provide expert advice on investment products, insurance, and other financial instruments.
• Manage client portfolios, monitor performance, and make necessary adjustments.
• Cultivate and maintain long-term relationships with clients.
• Stay abreast of market trends, economic developments, and regulatory changes affecting financial planning.

Kenntnisse

Financial planning

Investment strategies

Tax laws

Client relationship management

Needs analysis

Risk assessment

Communication

Ausbildung

Bachelor's degree

CFP certification or equivalent

Jobbeschreibung

Placements24 seeks an experienced Senior Financial Advisor in Benoni to deliver comprehensive financial planning services for high-net-worth individuals and families in Gauteng. You will lead wealth management initiatives, coordinate investment strategies, retirement planning, and tax considerations, while building lasting client relationships.

The role emphasizes client-focused service, deep market knowledge, and ongoing collaboration with a reputable financial institution to drive long-term