Senior Wealth Advisor - Hybrid (High-Net-Worth)

Placements24; Paarl; Ibrido; ZAR 600.000 - 1.200.000; Tempo pieno

Vantaggi offerti da questo lavoro

Medical aid

Retirement fund

Professional development

Hybrid work model

Descrizione del lavoro

Placements24, on behalf of a prestigious financial advisory firm in Paarl, seeks a Senior Financial Advisor to deliver comprehensive financial planning and wealth management to high-net-worth clients. The role combines face-to-face client meetings with hybrid work and requires CFP and 5+ years.

Responsibilities include developing personalized financial plans, risk profiling, investment strategies, estate planning, and cross-functional collaboration with tax advisors and legal counsel.

Competenze

• Bachelor's degree in Finance, Economics, Business, or related field.
• CFP (Certified Financial Planner) designation or equivalent.
• Proven ability to manage a portfolio of high-net-worth clients.

Mansioni

• Develop and implement personalized financial plans for high-net-worth clients, including investments, retirement, and estate planning.
• Conduct in-depth needs analysis and risk profiling for clients.
• Provide expert guidance on investment products and market trends.
• Build and maintain long-term client relationships and ensure high satisfaction.
• Collaborate with specialists (tax advisors, legal counsel) for holistic solutions.
• Meet and exceed individual and team sales and service targets.

Conoscenze

Financial planning

Portfolio management

Client relationship management

Analytical skills

Formazione

Bachelor's degree in Finance, Economics, Business, or related field

CFP (Certified Financial Planner)

Strumenti

Financial planning software

Portfolio management systems

Descrizione del lavoro

Placements24, on behalf of a prestigious financial advisory firm in Paarl, seeks a Senior Financial Advisor to deliver comprehensive financial planning and wealth management to high-net-worth clients. The role combines face-to-face client meetings with hybrid work and requires CFP and 5+ years.

Responsibilities include developing personalized financial plans, risk profiling, investment strategies, estate planning, and cross-functional collaboration with tax advisors and legal counsel.