Wealth Management Specialist

Recruiter:

Stonebridge HR Solutions

Job Ref:

Pta000270/VLR

Date posted:

Monday, May 5, 2025

Location:

Centurion, South Africa

Salary:

Market Related

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.

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.

What We’re Looking For:

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

Why This Opportunity?

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.

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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