Senior Investment Advisor

Placements24; Bloemfontein; Hybrid; ZAR 900,000 - 1,200,000; Full time

Benefits offered by this job

Base salary plus commission/bonus

Medical aid and retirement benefits

Training and professional development

Hybrid work arrangement

Job summary

Placements24 is seeking a Senior Investment Advisor for a prestigious financial services firm in Bloemfontein. You will manage a high-net-worth client portfolio, develop personalized financial plans, and deliver expert investment advice with a strong emphasis on ethical client outcomes.

You will lead in-depth needs analyses, monitor portfolios, and maintain long-term relationships while collaborating with internal specialists to provide holistic solutions.

Qualifications

• 7+ years in investment advisory or wealth management.
• CFP designation or high preference for it.
• Strong knowledge of financial markets, investment vehicles, and planning tools.
• Excellent communication and interpersonal skills.
• FAIS accreditation (RE5) and related qualifications are essential.

Responsibilities

• Develop and implement comprehensive financial and investment plans for high-net-worth clients.
• Provide expert advice on investment strategies, asset allocation, and risk management.
• Identify and cultivate new client relationships and expand the client base.
• Review client portfolios regularly and adjust to market conditions and goals.
• Collaborate with tax advisors and estate planners to offer holistic solutions.
• Prepare detailed financial reports and presentations for clients.
• Achieve and exceed individual and team sales and service targets.

Skills

Analytical thinking

Communication

Interpersonal abilities

Decision-making

Problem-solving

Presentation

Education

Finance/Economics/Business degree

CFP designation

Tools

Financial planning software

CRM systems

Job description

About the Role

Our client, a prestigious financial services firm with a growing presence in Bloemfontein , is seeking a highly accomplished Senior Investment Advisor to manage and grow a portfolio of high-net-worth clients. This role requires a deep understanding of investment strategies, financial markets, and wealth management principles. The Senior Investment Advisor will be responsible for developing personalized financial plans, providing expert investment advice, and building long-term relationships with clients based on trust and delivering exceptional service. You will conduct in-depth financial needs analysis, recommend suitable investment products and solutions, and monitor portfolio performance. The successful candidate will possess strong analytical and communication skills, a proven track record of success in financial advisory, and a commitment to ethical conduct and client success. This is an exceptional opportunity to join a respected organization and play a key role in the financial well-being of clients in the Free State .

Key Responsibilities

• Develop and implement comprehensive financial and investment plans for high-net-worth clients.
• Provide expert advice on investment strategies, asset allocation, and risk management.
• Identify and cultivate new client relationships, expanding the existing client base.
• Conduct regular reviews of client portfolios, making adjustments as needed to align with market conditions and client goals.
• Stay informed about market trends, economic developments, and new financial products.
• Ensure compliance with all regulatory requirements and company policies.
• Build and maintain strong, long-lasting relationships with clients through proactive communication and exceptional service.
• Collaborate with internal specialists (e.g., tax advisors, estate planners) to offer holistic financial solutions.
• Prepare detailed financial reports and presentations for clients.
• Achieve and exceed individual and team sales and service targets.

Requirements

• Relevant tertiary qualification in Finance, Economics, Business, or a related field.
• Professional designation such as CFP (Certified Financial Planner) is highly preferred.
• Minimum of 7 years of experience in investment advisory or wealth management.
• Proven track record of successfully managing a substantial client portfolio and achieving sales targets.
• In-depth knowledge of financial markets, investment vehicles (equities, bonds, funds, etc.), and financial planning tools.
• Excellent analytical, problem-solving, and decision-making skills.
• Exceptional communication, presentation, and interpersonal abilities.
• Proficiency in financial planning software and CRM systems.
• Strong understanding of regulatory requirements governing financial advice in South Africa .
• FAIS accreditation (RE5) and relevant professional qualifications are essential.

Benefits

• Our client offers a highly competitive base salary plus an attractive commission and bonus structure, reflecting the significant earning potential of this role.
• Comprehensive medical aid and retirement fund benefits are provided.
• This hybrid role offers the flexibility to balance office-based collaboration with remote work.
• Employees benefit from extensive training programs, continuous professional development, and opportunities for career advancement within a leading financial institution.
• Join a team of dedicated professionals in Bloemfontein who are committed to client success and ethical practice.
• This is an excellent opportunity to build a rewarding career in wealth management in the Free State .