Wealth Management & Creation Specialist

Recruiter:

Stonebridge HR Solutions

Job Ref:

Pta000296/VLR

Date posted:

Friday, June 6, 2025

Location:

Centurion, South Africa

Salary:

Market Related

SUMMARY:
Are you passionate about empowering individuals and families to build, manage, and preserve their wealth over time? Do you excel at turning financial complexity into clear, practical strategies that drive long-term success? Our client, a highly respected firm in the financial services sector, is looking for a dedicated and dynamic Wealth Management & Creation Specialist to join their growing advisory team.

POSITION INFO:
What You’ll Do:

Develop and implement bespoke financial strategies to help clients grow and protect their wealth—locally and internationally.
Provide expert advice on investment planning, retirement strategies, estate structuring, and risk management.
Build strong, trust-based relationships with clients by understanding their life goals, priorities, and financial preferences.
Perform in-depth financial needs analyses and portfolio reviews to ensure alignment with client objectives.
Collaborate with a team of internal professionals to deliver integrated, future-focused wealth solutions.

What We’re Looking For:

A strong analytical thinker with the ability to simplify financial matters for clients.
A client-first professional who thrives on building long-term relationships and delivering real value.
Exceptional interpersonal and communication skills.
High levels of integrity, discretion, and professional conduct.

Minimum Requirements:

Matric certificate (required)
Relevant degree – BCom, LLB, or a related financial qualification
Own laptop, reliable vehicle & valid driver’s license (essential)

Why This Opportunity Stands Out:

Join a future-forward firm with a strong reputation and proven support infrastructure.
Access ongoing training, tools, and resources to help you serve clients with excellence.
Work in a culture that recognises initiative, rewards high performance, and encourages long-term career growth.
Enjoy a dynamic environment where you can build your own client base while collaborating with some of the industry’s best.

Please note only shortlisted candidates will be contacted. If you have not heard from us in 2 weeks, please consider your application unsuccessful.

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