Wealth Management Specialist

SUMMARY:
Are you passionate about helping individuals and families achieve long-term financial well-being? Do you have a knack for translating complex financial concepts into clear, actionable strategies? Our Client is on the lookout for a dynamic and client-focused Wealth Management Specialist to join a reputable firm in the financial services sector based in the Centurion area.

POSITION INFO:
Requirements:

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

• 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.

• 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.

NB! This job is now closed. You can apply for other jobs by uploading your CV.