Senior Wealth Advisor for HNW Clients

Placements24; Sandton; Hybrid; ZAR 1,000,000 - 1,800,000; Full time

Benefits offered by this job

Competitive base salary with bonus/com

Medical aid and retirement fund

Professional development opportunities

Exclusive client events and networking

Job summary

Placements24 is seeking a Senior Sales Consultant for our client, a prestigious financial services firm in Sandton. You will develop and manage client relationships within wealth management, offering sophisticated investment strategies and solutions to high-net-worth clients.

The role requires a proven sales track record, deep market knowledge, and the ability to tailor financial plans. A competitive remuneration package, significant earning potential, and opportunities for professional growth

Qualifications

• Minimum 6 years of sales experience in financial services, wealth management, investment banking or private banking.
• Proven track record of managing portfolios and achieving sales targets.
• Deep knowledge of financial markets, investment products, and wealth management strategies.
• Excellent communication, negotiation, and interpersonal skills with affluent clients.

Responsibilities

• Identify, engage and acquire high-net-worth individuals and families as clients.
• Develop and maintain trust-based client relationships and understand financial objectives and risk profiles.
• Provide expert advice on investments, wealth planning and financial management.
• Develop and execute personalized financial plans and strategies for clients.
• Achieve and exceed sales targets for financial products and services.
• Conduct market research and stay updated on trends and regulatory changes.
• Prepare and present comprehensive financial proposals and reports to clients.
• Ensure compliance with regulatory requirements and company policies.
• Collaborate with internal specialists to deliver a holistic client experience.
• Build a strong professional network within the Sandton financial community.

Skills

Sales expertise

Relationship management

Communication skills

Negotiation skills

Networking

Education

Bachelor's degree in Finance/Economics/Business

CFP

CFA

NQF Level 5 in Financial Planning

Tools

CRM systems

Financial planning software

Job description

Placements24 is seeking a Senior Sales Consultant for our client, a prestigious financial services firm in Sandton. You will develop and manage client relationships within wealth management, offering sophisticated investment strategies and solutions to high-net-worth clients.

The role requires a proven sales track record, deep market knowledge, and the ability to tailor financial plans. A competitive remuneration package, significant earning potential, and opportunities for professional growth