Senior Wealth Manager | Hybrid, High-Net-Worth Investing

Placements24; Randburg; Hybrid; ZAR 900,000 - 1,500,000; Full time

Benefits offered by this job

Hybrid work model

Uncapped commission

Medical aid & retirement benefits

Job summary

Placements24 is seeking a Senior Wealth Manager in Randburg, Gauteng to provide comprehensive financial planning and investment advisory to high-net-worth clients. The role focuses on developing tailored wealth strategies, portfolio management, and building lasting client relationships.

You will work in a hybrid environment, collaborating with internal specialists and leveraging market insights to help clients preserve wealth across generations while upholding fiduciary standards.

Qualifications

• Bachelor's degree in Finance, Economics, or related field required.
• CFP/CFA designation advantageous.
• Minimum 5 years in wealth management or financial planning.
• Strong investment portfolio management experience.
• Excellent client relationship and communication skills.

Responsibilities

• Develop and implement tailored wealth plans for high-net-worth clients.
• Manage investment portfolios and asset allocations.
• Conduct client needs analyses and provide investment advice.
• Maintain strong client relationships and expand the client base.
• Mentor junior wealth advisors and collaborate with internal specialists.
• Ensure compliance with regulations and fiduciary duties.
• Prepare client performance reports and portfolio reviews.

Skills

Client relationship management

Financial analysis

Investment advisory

Market knowledge

Communication skills

Education

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

CFP or CFA designation (advantageous)

Tools

Financial planning software

CRM systems

Job description

Placements24 is seeking a Senior Wealth Manager in Randburg, Gauteng to provide comprehensive financial planning and investment advisory to high-net-worth clients. The role focuses on developing tailored wealth strategies, portfolio management, and building lasting client relationships.

You will work in a hybrid environment, collaborating with internal specialists and leveraging market insights to help clients preserve wealth across generations while upholding fiduciary standards.