Senior Wealth Manager

Placements24; Stellenbosch; Hybrid; ZAR 1,200,000 - 2,000,000; Full time

Benefits offered by this job

Fully remote position

Competitive compensation

Job summary

Placements24 is seeking a Senior Wealth Manager to join its fully remote wealth management division, delivering comprehensive financial planning and investment management to high-net-worth individuals and families.

You will develop tailored financial strategies, manage portfolios, and foster long-term client relationships built on trust and expertise in a remote environment.

Qualifications

• Bachelor's degree in Finance or Economics; master's or designation preferred.
• At least 8 years in wealth management, financial planning, or investment advisory.
• Proven track record with high-net-worth client relationships.
• In-depth knowledge of investments, markets, and estate planning.
• Excellent interpersonal and client relationship management skills.
• Ability to work remotely and autonomously.

Responsibilities

• Develop personalized financial plans including retirement and estate planning.
• Manage and grow client portfolios with asset allocation decisions.
• Conduct regular client reviews and adjust strategies as needed.
• Identify and pursue new client opportunities via networking and referrals.
• Provide expert advice on tax implications and risk management.
• Stay current with market trends, economic conditions, and regulations.

Skills

Client relationship mgmt

Communication

Remote work

Wealth management

Education

Bachelor's degree in Finance/Economics

Master's or CFP/CFA preferred

Tools

Proprietary investment research tools

Job description

About the Role

Our client is seeking an accomplished and client-centric Senior Wealth Manager to join their prestigious, fully remote wealth management division. This role is dedicated to providing comprehensive financial planning and investment management services to high-net-worth individuals and families. You will be responsible for developing tailored financial strategies, managing investment portfolios, and fostering long-term client relationships built on trust and expertise. This is an exceptional opportunity for a seasoned professional who excels in a remote environment, possesses a deep understanding of financial markets, and is committed to delivering bespoke wealth solutions while building and expanding a dedicated client base.

Key Responsibilities

• Develop and implement personalized financial plans, including retirement planning, estate planning, and investment strategies.
• Manage and grow client investment portfolios, making informed asset allocation decisions.
• Conduct regular client reviews to assess progress towards financial goals and adjust strategies as needed.
• Identify and pursue new client acquisition opportunities through networking and referrals.
• Provide expert advice on complex financial matters, tax implications, and risk management.
• Stay current with market trends, economic conditions, and relevant financial regulations.

Requirements

• Bachelor's degree in Finance, Economics, or a related field; Master's degree or relevant professional designation (e.g., CFP, CFA) highly preferred.
• Minimum of 8 years of experience in wealth management, financial planning, or investment advisory.
• Proven track record of successfully managing high-net-worth client relationships and assets.
• In-depth knowledge of investment products, financial markets, and estate planning principles.
• Excellent interpersonal, communication, and client relationship management skills.
• Demonstrated ability to work effectively and autonomously in a remote setting.

Benefits

• Highly competitive compensation package with attractive base salary and performance-based bonuses.
• Significant client acquisition and retention incentives.
• Access to proprietary investment research and sophisticated financial planning tools.
• Comprehensive benefits including health, retirement planning, and life insurance.
• The flexibility and autonomy of a fully remote position with opportunities for global client engagement.