Regional Manager – Financial Advisory & Wealth | Cape Town

Senior Financial Advisor – Remote

Are you a seasoned financial professional with a passion for guiding clients through complex investment and retirement landscapes?

As a Financial Advisor, you will provide personalized advice with a focus on investment portfolios, retirement planning, and wealth preservation. Your core duties will include:

• Tailored Financial Planning: Conducting in-depth needs analyses to develop financial plans aligned with clients' life goals.
• Retirement Expertise: Developing and implementing strategies for South African retirees and expatriates to ensure lifestyle sustainability.
• Investment Guidance: Advising on offshore options, annuities, living annuities, and tax‑efficient drawdown strategies.
• Cross‑Border Advisory: Navigating complex issues such as foreign pensions, dual tax residency, currency risk, and international estate planning.
• Client Relationship Management: Building long‑term relationships based on trust and transparency while conducting regular portfolio reviews.
• Compliance & Technical Proficiency: Ensuring all advice remains compliant with South African financial legislation (FSCA, SARS, SARB) and managing client interactions through CRM systems like AtWork.

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‑worthy 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.

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