Trusted Financial Advisor — Craft Life Plans & Growth

Old Mutual South Africa; Pretoria; Remote; ZAR 900,000 - 1,700,000; Full time

Benefits offered by this job

Competitive base salary with bonus

Medical, dental, and vision insurance

Support for continuing education

Fully remote role

Job summary

Old Mutual South Africa is seeking a Senior Financial Advisor for a fully remote role, managing a portfolio of high-net-worth clients and delivering advanced financial planning, investment management, and wealth preservation strategies. You will deepen client relationships, uncover new opportunities, and help clients achieve or exceed their financial goals while working from anywhere in South Africa.

This position offers autonomy, flexibility, and access to cutting-edge research resources to

Qualifications

• Bachelor's degree in Finance, Economics, Business, or related field; MBA or CFP highly desirable.
• A minimum of 8 years of proven experience in financial advisory, wealth management, or investment management.
• Demonstrated success in managing HNW client portfolios and achieving sales targets.
• In-depth knowledge of investment products, financial planning tools, and estate planning principles.
• Excellent communication, presentation, and interpersonal skills, crucial for remote client engagement.

Responsibilities

• Develop and implement comprehensive, personalized financial plans for affluent clients.
• Provide expert advice on investment strategies, portfolio construction, and asset allocation.
• Conduct thorough client needs analysis and risk tolerance assessments.
• Manage client relationships proactively, ensuring satisfaction and retention.
• Source new business opportunities and expand the client base through professional networking and referrals.
• Stay informed about market trends, economic conditions, and financial regulations impacting wealth management.

Skills

Client relationships

Sales targets

Financial planning

Investment knowledge

Remote engagement

Education

Bachelor's degree in Finance

Bachelor's degree in Economics

Bachelor's degree in Business

MBA

CFP

Tools

CRM software

Job description

Our client is seeking a dedicated and highly accomplished Senior Financial Advisor to join their wealth management division, offering a fully remote work arrangement. This role involves managing a portfolio of high-net-worth clients, providing sophisticated financial planning, investment management, and wealth preservation strategies. You will be responsible for deepening client relationships, identifying new opportunities, and ensuring clients' financial goals are met or exceeded. This is an exceptional opportunity for a seasoned professional to operate with autonomy and flexibility, serving clients across South Africa from a remote location.

About the Role

Our client is seeking an experienced and highly accomplished Senior Financial Advisor to join their wealth management division, offering a fully remote work arrangement. This role involves managing a portfolio of high-net-worth clients, providing sophisticated financial planning, investment management, and wealth preservation strategies. You will be responsible for deepening client relationships, identifying new opportunities, and ensuring clients' financial goals are met or exceeded. This is an exceptional opportunity for a seasoned professional to operate with autonomy and flexibility, serving clients across South Africa from a remote location.

Key Responsibilities

• Develop and implement comprehensive, personalized financial plans for affluent clients.
• Provide expert advice on investment strategies, portfolio construction, and asset allocation.
• Conduct thorough client needs analysis and risk tolerance assessments.
• Manage client relationships proactively, ensuring satisfaction and retention.
• Source new business opportunities and expand the client base through professional networking and referrals.
• Stay informed about market trends, economic conditions, and financial regulations impacting wealth management.

Requirements

• Bachelor's degree in Finance, Economics, Business, or a related field; MBA or CFP highly desirable.
• A minimum of 8 years of proven experience in financial advisory, wealth management, or investment management.
• Demonstrated success in managing HNW client portfolios and achieving sales targets.
• In-depth knowledge of investment products, financial planning tools, and estate planning principles.
• Excellent communication, presentation, and interpersonal skills, crucial for remote client engagement.

Benefits

• A highly competitive base salary coupled with an attractive, performance-driven bonus structure.
• Comprehensive medical, dental, and vision insurance plans.
• Generous support for continuing education and professional development.
• The ultimate flexibility of a fully remote role, allowing you to work from anywhere.
• Access to cutting-edge technology and research resources to support client service excellence.