Wealth Advisor & Client-Focused Planner – Benoni

Placements24; Benoni; Sur place; ZAR 420 000 - 640 000; Plein temps

Avantages offerts par ce poste

Medical aid

Retirement fund

Paid time off

Training and development

Career advancement

Access to planning tools

Résumé du poste

Placements24 is seeking a dedicated Financial Advisor in Benoni to deliver comprehensive financial planning services to individuals and families. You will craft personalized strategies across investments, retirement, insurance, and estate planning, while building trusted client relationships.

Ideal candidates will have 3+ years in wealth management, strong communication, and proficiency in planning software and CRM systems.

Qualifications

• Bachelor's degree in Finance, Economics, Business Administration, or related field.
• CFP certification is highly desirable.
• Minimum of 3 years of experience in financial planning or wealth management.
• Proven track record of managing client relationships and achieving financial planning objectives.
• Strong knowledge of investment products, retirement planning, insurance, and tax implications.
• Excellent communication, interpersonal, and presentation skills.
• Client-centric approach with high integrity and professionalism.
• Proficiency in financial planning software and CRM systems.
• Ability to work independently and manage a client base effectively.
• Experience within Benoni, Gauteng, ZA financial community is an advantage.

Responsabilités

• Develop and present personalized financial plans to clients, covering investments, retirement, insurance, and estate planning.
• Build and maintain strong, long-lasting client relationships based on trust and understanding.
• Conduct thorough needs analysis and risk assessment for each client.
• Research and recommend suitable financial products and investment vehicles.
• Monitor client portfolios and market trends, making adjustments to financial plans as necessary.
• Ensure compliance with all relevant financial regulations and industry standards.
• Stay updated on new financial products, market developments, and regulatory changes.
• Collaborate with other financial professionals to provide holistic client solutions.

Connaissances

Communication skills

Client relationship management

Financial planning

Investment knowledge

Presentation skills

Independent work

CRM proficiency

Formation

Bachelor's degree in Finance/Economics/Business

CFP certification desirable

Outils

CRM software

Financial planning software

Description du poste

Placements24 is seeking a dedicated Financial Advisor in Benoni to deliver comprehensive financial planning services to individuals and families. You will craft personalized strategies across investments, retirement, insurance, and estate planning, while building trusted client relationships.

Ideal candidates will have 3+ years in wealth management, strong communication, and proficiency in planning software and CRM systems.