Wealth Management Advisor

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

Benefits offered by this job

Remote work

Medical aid

Retirement fund

Professional growth opportunities

Job summary

Placements24 is seeking a dedicated Wealth Management Advisor to join its expanding virtual advisory team. This remote role focuses on delivering comprehensive financial planning and investment advisory services to high-net-worth clients across South Africa.

You will develop personalized financial strategies, manage portfolios, and foster long-term client relationships through proactive communication and exceptional service.

Qualifications

• Bachelor's degree in Finance, Economics, or Business Administration.
• CFP or CFA certifications are highly desirable.
• Min 5 years of wealth management, financial planning, or investment advisory experience.
• Proven track record of managing client relationships and assets.
• Strong understanding of investment strategies, markets, and regulatory frameworks.
• Excellent communication, interpersonal, and sales skills with a client-centric approach.

Responsibilities

• Develop and implement tailored financial plans for clients across investments, retirement, and estate planning.

Skills

Financial planning

Portfolio management

Client relationship management

Regulatory compliance

Communication

Sales

Education

Bachelor's degree in Finance/Economics/Business Administration

CFP or CFA certifications

Tools

CRM software

Financial planning software

Job description

About the Role

Our client is seeking a dedicated and client-focused Wealth Management Advisor to join their expanding virtual advisory team. This role, based remotely, will focus on providing comprehensive financial planning and investment advisory services to a portfolio of high-net-worth clients across South Africa. You will be responsible for developing personalized financial strategies, managing investment portfolios, and building long-term client relationships through proactive communication and exceptional service. This is an ideal opportunity for an experienced advisor looking to leverage a remote-first model, offering the flexibility to work from anywhere while driving client success in the dynamic wealth management sector .

Key Responsibilities

• Develop and implement tailored financial plans for clients, covering investments, retirement, and estate planning.
• Manage and grow a portfolio of client assets, ensuring alignment with client goals and risk tolerance.
• Conduct regular client reviews to discuss portfolio performance and adjust strategies as needed.
• Stay abreast of market trends, economic conditions, and new financial products.
• Ensure all client interactions and recommendations comply with regulatory requirements.

Requirements

• Relevant degree in Finance, Economics, or Business Administration.
• Professional certifications such as CFP or CFA are highly desirable.
• Minimum of 5 years of experience in wealth management , financial planning, or investment advisory.
• Proven track record of successfully managing client relationships and assets.
• Excellent understanding of investment strategies, financial markets, and regulatory frameworks.
• Strong communication, interpersonal, and sales skills, with a client-centric approach.

Benefits

• Highly attractive, performance-driven compensation structure with uncapped earning potential.
• Fully remote work arrangement allowing for maximum flexibility.
• Access to cutting-edge financial planning tools and resources.
• Comprehensive benefits package including medical aid and retirement fund.
• Opportunities for continuous professional growth and development in a leading financial advisory firm.