Careers
Join Us at Centillion Wealth Advisory
Your Path To Success:
For Graduates and New
Entrants
We welcome fresh talent into the world of financial planning. Our value proposition for you is simple: we offer a supportive environment for your growth, mentoring from seasoned professionals, and opportunities to build a rewarding career where you can put clients first. Join us and turn your passion for financial planning into a successful career.
Experienced Certified Financial Planners ®
For those with years of experience, Centillion provides a platform to amplify your impact. We offer a collaborative culture, access to cutting-edge tools, and a chance to work with clients who deserve the best. Join our team to take your career to the next level while continuing to prioritize the client’s needs.
Independent Financial Planning Practice Owners
If you’re a solo practitioner or independent practice owner looking to secure your practice’s future, we provide a seamless succession plan. Centillion offers a trusted transition for your clients, ensuring that their needs and interests remain paramount. Our partnership lets you continue your legacy while ensuring your clients are well cared for.
Other Service Providers or Professionals
We believe in the power of collaboration. If you’re a like-minded service provider or professional who shares our commitment to putting the client first, let’s explore the synergies. Together, we can offer comprehensive solutions and deliver exceptional value to our clients.
Open Positions
Senior Financial Planner
Vacancy
- Send Email: info@centillionwealth.com
- Closing Date:
Qualifications /Skills/ Personal Attributes Required
- Post Graduate Diploma in Financial Planning and the Certified Financial Planner® designation.
- Bachelor’s degree in financial planning, finance, economics, or a related field.
- Completed RE5 examination and met FSCA’s Fit and Proper requirements.
- Own reliable transportation. South African citizenship.
- Minimum of 5 years of experience in wealth management, financial advisory, or a related field, with a proven track record of success in serving financial planning clients.
- Strong understanding of financial markets, investment principles, and wealth management strategies.
- Excellent interpersonal and communication skills, with the ability to build rapport with clients and effectively convey complex financial concepts.
- Proficiency in financial modelling, portfolio analysis software, and Microsoft Office suite.
- Detail-oriented with a commitment to accuracy and compliance.
1. CLIENT RELATIONSHIP MANAGEMENT:
- Develop and maintain strong relationships with financial planning individuals.
- Understand the client holistically to be able to provide estate structuring and risk mitigation advice
- Understand clients’ financial goals, risk tolerance, and investment preferences.
- Conduct regular meetings and reviews with clients to assess progress towards goals and adjust strategies as needed.
2. FINANCIAL PLANNING AND ANALYSIS:
- Conduct comprehensive financial analyses to assess clients’ current financial situations.
- Develop personalized wealth management plans and investment strategies tailored to clients’ specific objectives and risk profiles.
- Ability to engage and advise the client holistically taking into consideration their family dynamics, business interests and other related entities such as trusts.
3. INVESTMENT MANAGEMENT:
- Monitor market trends and economic developments to identify suitable investment opportunities across various asset classes, including equities, fixed income, property, and alternative investments.
- Construct well-diversified investment portfolios aligned with clients’ risk-return preferences and financial goals.
- Implement investment strategies efficiently, utilizing appropriate investment vehicles and structures.
4. COMPLIANCE AND REGULATORY ADHERENCE:
- Ensure compliance with all relevant regulatory requirements and industry best practices.
- Maintain accurate and up-to-date client records and documentation.
- Adhere to the firm’s policies and procedures regarding client confidentiality, data security, and ethical conduct.
5. TEAMWORK & GOVERNANCE
- Continually share, interrogate, debate and communicate learnings
- Flag and debate strategic and operational issues constructively
- Promote a friendly cooperative climate understand group dynamics and apply appropriate facilitation techniques in working with others to achieve collective goals
- Ensure compliance with all regulations, business related practices and processes by working with support functions
6. SELF-MANAGEMENT
- Demonstrates pride in the organisation’s brand services and products by consistently delivering on the brand promise
- Drive best-in-class solutions and practices
- Follow through to ensure that personal quality and productivity standards are consistently and accurately maintained
Click on the link below to start your application:
Apply Now!
Wealth Manager
Vacancy
- Send Email: info@centillionwealth.com
- Closing Date:
Qualifications /Skills/ Personal Attributes Required
- Post Graduate Diploma in Financial Planning and the Certified Financial Planner® designation.
- Bachelor’s degree in financial planning, finance, economics, or a related field. Advanced degree (e.g. MBA, CFA) advantageous.
- Completed RE5 examination and met FSCA’s Fit and Proper requirements.
- Own reliable transportation. South African citizenship.
- Minimum of 8-10 years of experience in wealth management, financial advisory, or a related field, with a proven track record of success in serving high net-worth clients.
- Strong understanding of financial markets, investment principles, and wealth management strategies.
- Excellent interpersonal and communication skills, with the ability to build rapport with clients and effectively convey complex financial concepts.
- Proficiency in financial modelling, portfolio analysis software, and Microsoft Office suite.
- Detail-oriented with a commitment to accuracy and compliance.
- Demonstrated ability to work independently and as part of a team in a dynamic and fast-paced environment.
- Achieve production targets and client portfolio growth as agreed through a combination of your own as well as Centillion Wealth Advisory business development initiatives.
- Maintain a client retention rate as agreed in the business.
1. CLIENT RELATIONSHIP MANAGEMENT:
- Develop and maintain strong relationships with financial planning individuals.
- Understand the client holistically to be able to provide estate structuring and risk mitigation advice
- Understand clients’ financial goals, risk tolerance, and investment preferences.
- Conduct regular meetings and reviews with clients to assess progress towards goals and adjust strategies as needed.
2. WEALTH PLANNING AND ANALYSIS:
- Conduct comprehensive financial analyses to assess clients’ current financial situations.
- Develop personalized wealth management plans and investment strategies tailored to clients’ specific objectives and risk profiles.
- Ability to engage and advise the client holistically taking into consideration their family dynamics, business interests and other related entities such as trusts.
3. INVESTMENT MANAGEMENT:
- Monitor market trends and economic developments to identify suitable investment opportunities across various asset classes, including equities, fixed income, property, and alternative investments.
- Construct well-diversified investment portfolios aligned with clients’ risk-return preferences and financial goals.
- Implement investment strategies efficiently, utilizing appropriate investment vehicles and structures.
4. COMPLIANCE AND REGULATORY ADHERENCE:
- Ensure compliance with all relevant regulatory requirements and industry best practices.
- Maintain accurate and up-to-date client records and documentation.
- Adhere to the firm’s policies and procedures regarding client confidentiality, data security, and ethical conduct.
5. TEAMWORK & GOVERNANCE
- Continually share, interrogate, debate and communicate learnings
- Flag and debate strategic and operational issues constructively
- Promote a friendly cooperative climate understand group dynamics and apply appropriate facilitation techniques in working with others to achieve collective goals
- Ensure compliance with all regulations, business related practices and processes by working with support functions
6. SELF-MANAGEMENT
- Demonstrates pride in the organization’s brand services and products by consistently delivering on the brand promise
- Drive best-in-class solutions and practices
- Follow through to ensure that personal quality and productivity standards are consistently and accurately maintained
Click on the button to start your application:
Start your Wealth Management Journey with Us
At Centillion Wealth Advisory, securing your family’s financial legacy is our priority.
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