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

Placements24; Stellenbosch; Hybrid; ZAR 900,000 - 1,300,000; Full time

Benefits offered by this job

Commission-based bonuses

Comprehensive medical coverage

Retirement fund contributions

Generous leave allowances

Hybrid work model

Job summary

Placements24 in Stellenbosch, Western Cape, seeks a senior financial advisor to manage a high-net-worth client portfolio and deliver tailored financial plans. You will advise on investments, retirement, estate planning, and risk management, while growing the client base through referrals and networking.

The role blends in-office client meetings with flexible remote work, and requires a CFP or CFA and at least 5 years of client-facing advisory experience with strong communication and compliance

Qualifications

• Bachelor's degree in Finance, Economics, Business Administration or related field.
• CFP or CFA qualifications strongly preferred.
• Minimum of 5 years as a Financial Advisor or similar client-facing role.
• Deep knowledge of investment products, financial markets, retirement and estate planning.
• Excellent understanding of financial planning software and CRM.

Responsibilities

• Develop comprehensive financial plans for high-net-worth individuals and families.
• Provide advice on investment strategies, retirement, estate planning and risk management.
• Manage client portfolios, conduct performance reviews, adjust strategies as needed.
• Pursue new client acquisition through networking, referrals, and business development.
• Maintain strong, long-term relationships with clients and ensure satisfaction.
• Stay informed about market trends, economic conditions and new financial products.
• Ensure compliance with all relevant regulations and company policies.
• Collaborate with internal specialists to provide holistic client solutions.

Skills

Client management

Financial analysis

Interpersonal skills

Presentation skills

Regulatory compliance

Education

Bachelor's degree in Finance

CFP

CFA

Tools

CRM systems

Financial planning software

Job description

Placements24 in Stellenbosch, Western Cape, seeks a senior financial advisor to manage a high-net-worth client portfolio and deliver tailored financial plans. You will advise on investments, retirement, estate planning, and risk management, while growing the client base through referrals and networking.

The role blends in-office client meetings with flexible remote work, and requires a CFP or CFA and at least 5 years of client-facing advisory experience with strong communication and compliance