Wealth Management Advisor

Placements24; Gqeberha; Hybrid; ZAR 600,000 - 1,200,000; Full time

Benefits offered by this job

Hybrid work model

Performance bonuses

Job summary

Placements24 is seeking a Wealth Management Advisor in Port Elizabeth, Eastern Cape. This hybrid role focuses on building and managing a portfolio of high-net-worth clients, delivering comprehensive financial planning, investment management, and estate planning services.

The ideal candidate has at least 5 years of experience in financial planning or wealth management, a strong track record with HNW clients, and proficiency with financial planning software and CRMs.

Qualifications

• Bachelor's degree in Finance, Economics, Business Administration, or related field.
• CFP® or equivalent certification is highly desirable.

Responsibilities

• Develop and implement personalized financial plans for high-net-worth clients.
• Provide expert advice on investments, retirement planning, insurance, and estate planning.
• Expand client base through networking and referrals.
• Manage and grow an existing client portfolio with a focus on client retention.
• Analyze clients' financial situations and risk tolerance.
• Stay updated on market trends and regulatory changes affecting wealth management.
• Present investment proposals and financial plans to clients.
• Collaborate with internal specialists to deliver holistic solutions (tax, legal).
• Adhere to compliance and ethical standards of the financial services industry.

Skills

Client relationships

Communication

Negotiation

Investment knowledge

Market awareness

Education

Bachelor's degree in Finance/ Economics/ Business Admin

CFP® or equivalent certification (desirable)

Tools

CRM systems

Financial planning software

Job description

About the Role

Our client, a highly respected financial advisory firm, is seeking an ambitious and client-focused Wealth Management Advisor to join their team in Port Elizabeth, Eastern Cape . This hybrid role offers the opportunity to build and manage a portfolio of high-net-worth clients, providing comprehensive financial planning, investment management, and estate planning services. You will be responsible for understanding client needs, developing personalized strategies, and ensuring the long-term financial well-being of your clients. This position is ideal for a seasoned professional looking to advance their career in a supportive and growth-oriented environment.

Key Responsibilities

• Develop and implement personalized financial plans for high-net-worth individuals and families.
• Provide expert advice on investment strategies, retirement planning, insurance, and estate planning.
• Actively seek out and cultivate new client relationships through networking and referrals.
• Manage and grow an existing client portfolio, ensuring client satisfaction and retention.
• Conduct thorough analysis of client financial situations and risk tolerance.
• Stay current with market trends, financial products, and regulatory changes impacting wealth management.
• Prepare and present investment proposals and financial plans to clients.
• Collaborate with internal specialists (e.g., tax advisors, legal counsel) to deliver holistic solutions.
• Adhere to all compliance and ethical standards of the financial services industry.

Requirements

• Bachelor's degree in Finance, Economics, Business Administration, or a related field; relevant certifications such as CFP® or equivalent are highly desirable.
• Minimum of 5 years of experience in financial planning, investment advisory, or wealth management.
• Proven track record of successfully acquiring and managing client relationships with a focus on HNW individuals.
• Strong knowledge of investment products, financial markets, retirement planning, and estate planning principles.
• Excellent communication, interpersonal, and negotiation skills.
• Demonstrated ability to build trust and rapport with clients.
• Proficiency in financial planning software and CRM systems.
• Ability to work effectively both independently and as part of a hybrid team.

Benefits

Our client offers an attractive compensation package including a competitive base salary, commission structure, comprehensive medical and retirement benefits, and ongoing professional development opportunities. Join a reputable firm in Port Elizabeth , contribute to client success, and enjoy a rewarding career with a healthy work-life balance facilitated by the hybrid work model.