Senior Wealth Advisor, HNW Clients, Equity Options

Placements24; Randburg; Hybride; ZAR 900 000 - 1 700 000; Plein temps

Avantages offerts par ce poste

Competitive remuneration

Performance-based commission

Medical aid

Retirement savings

Equity participation potential

Career development opportunities

Résumé du poste

Placements24 is seeking a Senior Financial Advisor for its Wealth Management division in Randburg, delivering comprehensive financial planning and investment advice to high-net-worth individuals and families. You will build a robust client portfolio and maintain meticulous client records.

The role requires 5+ years of wealth management experience, a relevant finance/economics degree, CFP preferred, and strong knowledge of FAIS and FICA.

Qualifications

• Minimum 5 years of experience as a Financial Advisor in wealth management.
• Relevant tertiary qualification in finance or economics.
• CFP designation preferred.
• Knowledge of FAIS and FICA regulations.

Responsabilités

• Develop and implement personalized financial plans for clients across investments, retirement, estate planning and risk management.
• Provide expert advice on equities, fixed income, and alternative investments.
• Build and nurture relationships with a portfolio of high-net-worth clients and meet sales targets.
• Conduct regular portfolio reviews and recommend adjustments based on market conditions.

Connaissances

Client relationship management

Communication skills

Analytical thinking

Portfolio management experience

Financial planning

Formation

B.Com in Finance or Economics

B.BusSci in Finance or Economics

CFP® (Certified Financial Planner)

Outils

Financial planning software

MS Office Suite

Description du poste

Placements24 is seeking a Senior Financial Advisor for its Wealth Management division in Randburg, delivering comprehensive financial planning and investment advice to high-net-worth individuals and families. You will build a robust client portfolio and maintain meticulous client records.

The role requires 5+ years of wealth management experience, a relevant finance/economics degree, CFP preferred, and strong knowledge of FAIS and FICA.