Business Partner

SUMMARY:
Are you a self-starter with an entrepreneurial mindset? Do you thrive on building something of your own while leveraging the support of an established brand? We’re looking for an ambitious, business-savvy professional ready to step into a partnership role within the financial services sector. This role does not require you to have experience in the financial space, however, an entrepreneurial and growth mindset is essential. Accredited training will be provided to the successful candidate.

POSITION INFO:
What You’ll Do:

• Design and implement tailored financial strategies to individuals, groups and businesses alike, by analysing financial portfolio and identifying strategic investment opportunities- local and offshore.
• Build trusted relationships with clients by understanding their financial goals, risk appetite, and future plans.
• Conduct regular portfolio reviews and make data-driven recommendations to optimize client outcomes.
• Stay up-to-date with market/economic trends, financial strategies, and regulatory developments.
• Collaborate with internal and external experts to deliver holistic wealth solutions.

• Strong analytical skills with a client-centric approach.
• Excellent communication and interpersonal skills.
• A high degree of integrity and professional ethics.

• Valid Matric.
• Own reliable vehicle.
• Bachelor’s degree (BCom, LLB, or related degree)
• Must be bilingual – English and Afrikaans.

• Be part of a forward-thinking and client-first environment.
• Access to a wide range of resources and tools to support your success.
• Competitive compensation package and performance-based incentives.
• Opportunities for professional growth and development.