Senior Wealth Advisor | Hybrid, High-Net-Worth Clients

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

Benefits offered by this job

Commission potential

Medical aid

Retirement planning

Professional development

Hybrid work model

HNWI client exposure

Supportive team

Job summary

Placements24 in Randburg, Gauteng seeks a Senior Financial Advisor to deliver comprehensive financial planning and investment guidance to affluent clients. You will help clients achieve long-term goals through tailored wealth strategies, retirement planning and risk management.

The role emphasizes building trusted relationships, ethical conduct, and collaboration with tax and legal specialists to provide holistic advice. A strong track record and CFP certification are preferred.

Qualifications

• Bachelor's degree in Finance, Economics, Business Administration, or a related field.
• CFP (Certified Financial Planner) qualification is essential.
• Minimum of 5 years of experience in financial planning/advisory roles.
• Proven track record of client relationships and meeting sales targets.
• In-depth knowledge of investment products, markets, and retirement planning.
• Strong analytical, problem-solving and decision-making skills.
• Excellent communication, interpersonal, and presentation abilities.
• High ethical standards and client-first approach.
• Proficiency with financial planning software.

Responsibilities

• Develop and implement personalized financial plans for clients including investments, retirement and estate planning.
• Analyze client financials, risk tolerance and goals to recommend suitable investments.
• Manage client portfolios, monitor performance and provide regular reviews.
• Identify and pursue new business to grow the client base.
• Maintain understanding of markets, products and regulatory requirements.
• Build and maintain long-lasting client relationships based on trust and service.
• Ensure compliance with regulations and company policies.
• Stay updated on wealth management trends and developments.
• Collaborate with specialists (tax, legal) to deliver holistic advice.

Skills

Client relationship management

Investment product knowledge

Analytical skills

Communication skills

Ethical standards

Education

Bachelor's degree in Finance/Economics/Business Admin or related

CFP (Certified Financial Planner)

Tools

Financial planning software

Job description

Placements24 in Randburg, Gauteng seeks a Senior Financial Advisor to deliver comprehensive financial planning and investment guidance to affluent clients. You will help clients achieve long-term goals through tailored wealth strategies, retirement planning and risk management.

The role emphasizes building trusted relationships, ethical conduct, and collaboration with tax and legal specialists to provide holistic advice. A strong track record and CFP certification are preferred.