Senior Wealth Planner (Remote) for High-Net-Worth Clients

Placements24; Upington; Remote; ZAR 1,500,000 - 1,800,000; Full time

Benefits offered by this job

Health benefits

Retirement plan

Professional development funding

Fully remote work setup

Job summary

Placements24 seeks a Senior Financial Planner to join a fully remote wealth advisory team serving high-net-worth individuals and families. The role emphasizes sophisticated financial planning, investment management, and tax-optimized estate strategies delivered through digital platforms.

Candidate must have a strong track record in portfolio management, client relationship building, and independent remote work.

Qualifications

• Advanced degree in Finance, Economics, or related field.
• CFA or CFP designations are highly valued.
• Minimum of 8 years in wealth management or related field.
• Strong portfolio management and financial planning capabilities.

Responsibilities

• Develop and execute wealth management strategies for affluent clients.
• Manage investment portfolios and monitor performance.
• Provide estate and tax optimization advice.
• Maintain client relationships via regular virtual consultations.
• Collaborate with legal and tax professionals for integrated solutions.
• Stay updated on market trends and regulatory changes.

Skills

Portfolio management

Financial planning

Relationship building

Estate planning & tax strategies

Education

Advanced degree in Finance or Economics

Tools

Wealth management software

Analytical tools

Virtual collaboration platforms

Job description

Placements24 seeks a Senior Financial Planner to join a fully remote wealth advisory team serving high-net-worth individuals and families. The role emphasizes sophisticated financial planning, investment management, and tax-optimized estate strategies delivered through digital platforms.

Candidate must have a strong track record in portfolio management, client relationship building, and independent remote work.