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.

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

Similar jobs you might be interested in:

Senior Manager Supplier and Sourcing Enablement
Location: Johannesburg
Salary: 000
The core purpose of the role is to lead and provide strategic direction in order to achieve sustainable and continuous value delivery to the business by driving total collaboration and alignment across the entire business supply value chain.
5 days ago

Senior Brand Manager
Location: Germiston
Salary: R 50 000 Monthly
This is one of the most critical roles within this company. Without the right product, delivered at the right time and at the right price, the organisation cannot succeed.The Brand Manager will take responsibility for one of the group’s largest brands. The purpose of this role is to drive a comprehensive, insight-led brand and product strategy—developing strong, profitable ranges tailo...
11 days ago

Wealth Management Specialist
Location: Centurion
Salary: Market Related
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.
26 days ago

Sustainable Energy Engineer
Location: Pretoria
Salary: Market related
The Sustainable Energy Engineer will support our project packaging, operations, sales, leadership an
29 days ago

Wealth Planner
Location: Johannesburg
Salary:
33 days ago

Product Marketing Manager
Location: Centurion
Salary:
43 days ago

Senior Paraplanner
Location: Johannesburg
Salary:
7 days ago

Cash Management Manager
Location: Sandton
Salary:
Treasury - Cash Management Manager (Sandton)
8 days ago

Real Estate Branch Manager â Simonstown (Cape Town)
Location: Johannesburg
Salary:
Are you a seasoned Real Estate Leader, a full status FCC, who is currently looking at relocating to Cape Town? Our esteemed client is looking for a dynamic Branch Manager who is ready to take charge of a high-performing branch in Cape Town’s Southern Peninsula? In this role an individual who can make a strategic impact is required to oversee the daily operations, manage risk & ...
27 days ago

Managing Editor South African Journal of International Affairs
Location: Johannesburg
Salary: R600k - 700k per year
Managing Editor - South African Journal of International Affairs (SAJIA)
Today