Wealth Management Advisor

Placements24; Randburg; Hybrid; ZAR 700,000 - 1,100,000; Full time

Benefits offered by this job

Competitive base salary with bonuses

Hybrid work model

Medical aid and retirement fund

Professional development and training

Supportive team and research resources

Job summary

Placements24 is seeking a client-focused Wealth Management Advisor to join our Randburg-based team. In this hybrid role you will build and manage a portfolio of high-net-worth clients, delivering comprehensive financial planning and investment advice to help grow and preserve wealth.

You will assess client goals, develop tailored strategies, review portfolios regularly, and ensure compliance with financial regulations.

Qualifications

• Relevant tertiary qualification (e.g., B.Com, CFA, CFP designation).
• Minimum of 5 years of experience in wealth management, financial planning, or investment advisory.
• Proven track record of successfully managing client portfolios and meeting financial targets.
• In-depth knowledge of investment products, financial markets, and estate planning.
• Excellent client relationship management and communication skills.
• Regulatory examination compliance (e.g., RE 5).

Responsibilities

• Develop and implement tailored financial plans for clients, including investment, retirement, and estate planning strategies.
• Conduct thorough financial analysis and market research to provide informed investment recommendations.
• Build and maintain strong, long-term relationships with a portfolio of high-net-worth clients.
• Regularly review client portfolios and make adjustments as needed based on market conditions and client objectives.
• Ensure compliance with all relevant financial regulations and company policies.
• Network and generate new client leads through professional relationships and business development activities.

Skills

Client relationship management

Financial planning

Investment advisory

Excellent communication

Regulatory knowledge

Education

B.Com

CFA designation

CFP designation

Job description

About the Role

Our client is seeking a client-focused and experienced Wealth Management Advisor to join their established team in Randburg. This hybrid role allows you to build and manage a portfolio of high-net-worth clients, providing comprehensive financial planning and investment advice. You will be responsible for understanding clients' financial goals, developing personalized strategies, and ensuring the growth and preservation of their wealth. The successful candidate will possess excellent communication skills, a deep understanding of financial markets, and a commitment to ethical client service. This is a fantastic opportunity to grow your client base within a reputable financial advisory firm.

Key Responsibilities

• Develop and implement tailored financial plans for clients, including investment, retirement, and estate planning strategies.
• Conduct thorough financial analysis and market research to provide informed investment recommendations.
• Build and maintain strong, long-term relationships with a portfolio of high-net-worth clients.
• Regularly review client portfolios and make adjustments as needed based on market conditions and client objectives.
• Ensure compliance with all relevant financial regulations and company policies.
• Network and generate new client leads through professional relationships and business development activities.

Requirements

• Relevant tertiary qualification (e.g., B.Com, CFA, CFP designation).
• Minimum of 5 years of experience in wealth management, financial planning, or investment advisory.
• Proven track record of successfully managing client portfolios and meeting financial targets.
• In-depth knowledge of investment products, financial markets, and estate planning.
• Excellent client relationship management and communication skills.
• Regulatory examination compliance (e.g., RE 5).

Benefits

• Competitive base salary with performance-based commission and bonuses.
• Hybrid work model offering a blend of office and remote work.
• Comprehensive medical aid and retirement fund benefits.
• Ongoing professional development and continuous training.
• Access to a supportive team and extensive research resources.