Senior Investment Advisor

Placements24; Randburg; Hybrid; ZAR 800,000 - 1,100,000; Full time

Benefits offered by this job

Medical aid

Provident fund

Performance incentives

Hybrid work

Job summary

Placements24 is seeking a Senior Investment Advisor in Randburg, Gauteng. You will provide expert financial planning and investment management for a sophisticated clientele, lead strategy development, and mentor junior advisors.

Your role includes market analysis, portfolio oversight, and collaborative work with tax and estate planning specialists to deliver holistic financial solutions. The position is based in Randburg with a hybrid work arrangement.

Qualifications

• Bachelor's degree or equivalent in Finance, Economics, Business Admin, or related field.
• CFA/CFP professional certifications are desirable.
• 8+ years of experience in investment advisory or wealth management.
• Proven track record managing client portfolios and investment objectives.
• Strong knowledge of equities, fixed income, alternatives, and planning strategies.
• Excellent communication, interpersonal and presentation abilities.
• Analytical and problem-solving skills; proficient with planning software and CRM.

Responsibilities

• Develop and implement financial plans and investment strategies for high-net-worth clients.
• Conduct market research to identify opportunities and risks.
• Monitor portfolios and adjust allocations per client objectives.
• Build and maintain long-term client relationships and understand financial needs.
• Advise on asset allocation, retirement, estate, and tax planning.
• Keep up with industry trends, regulations, and new products.
• Collaborate with internal specialists to deliver holistic solutions.
• Meet revenue and client retention targets.
• Mentor junior advisors within the team.
• Prepare and present detailed client reviews and performance reports.

Skills

Client relationship management

Investment analysis

Portfolio management

Market knowledge

Communication skills

Education

Bachelor’s degree in Finance/ Economics/ Business

CFA or CFP desirable

Tools

CRM systems

Financial planning software

Job description

About the Role

Our client, a premier wealth management firm situated in the bustling financial hub of Randburg, Gauteng , is seeking an accomplished Senior Investment Advisor. This role is dedicated to providing expert financial planning and investment management services to a sophisticated clientele. You will be responsible for developing personalized investment strategies, conducting market analysis, and advising clients on achieving their long-term financial goals. The ideal candidate will possess extensive knowledge of various investment vehicles, a strong understanding of financial markets, and exceptional client relationship management skills within the Banking & Finance sector. This is an opportunity to lead and mentor a team while managing a significant portfolio of high-net-worth clients.

Key Responsibilities

• Develop and implement comprehensive financial plans and investment strategies for high-net-worth individuals and families.
• Conduct in-depth market research and analysis to identify investment opportunities and risks.
• Monitor client portfolios, making recommendations for adjustments based on market conditions and client objectives.
• Build and maintain strong, long-term relationships with clients, understanding their financial needs and aspirations.
• Provide expert advice on asset allocation, retirement planning, estate planning, and tax strategies.
• Stay abreast of industry trends, regulatory changes, and new financial products.
• Collaborate with internal specialists (e.g., tax advisors, estate planners) to provide holistic financial solutions.
• Meet and exceed revenue and client retention goals.
• Mentor and guide junior advisors within the team.
• Prepare and present detailed financial reviews and performance reports to clients.

Requirements

• Bachelor's degree in Finance, Economics, Business Administration, or a related field.
• Professional certifications such as CFA, CFP, or similar are highly desirable.
• Minimum of 8 years of experience in investment advisory, wealth management, or financial planning.
• Proven track record of successfully managing client portfolios and achieving investment objectives.
• Deep understanding of financial markets, investment products (equities, fixed income, alternatives), and financial planning strategies.
• Excellent communication, interpersonal, and presentation skills.
• Strong analytical and problem-solving abilities.
• Proficiency in financial planning software and CRM systems.
• Ability to build trust and rapport with clients.
• Relevant licenses and registrations for providing financial advice.

Benefits

• Our client offers a highly competitive salary and commission structure, comprehensive medical aid, provident fund, and performance incentives.
• This role is based in our Randburg, Gauteng office and offers a Hybrid work arrangement.
• We provide a supportive team environment, continuous professional development opportunities, and a clear pathway for career advancement within the prestigious Banking & Finance industry.