Wealth Management Specialist

Recruiter:

Stonebridge HR Solutions

Job Ref:

Pta000270/VLR

Date posted:

Monday, August 11, 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.

Similar jobs you might be interested in:

Energy Specialist
Location: Pretoria
Salary: Market Related
The Energy Specialist will support our project packaging, operations, sales, leadership and marketin
43 days ago

Business Partner
Location: Centurion
Salary: Market Related
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 entrepreneuria...
17 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.
25 days ago

Marketing Assistant
Location: Johannesburg
Salary: Market-Related
Marketing Assistant
1 day ago

Centre Manager
Location: Johannesburg
Salary: 000
To manage a centre by optimizing all trading opportunities, including lease agreements, and ensuring that the portfolio financial performance remains sound and optimizing
2 days ago

Group Revenue Manager
Location: Johannesburg
Salary:
16 days ago

Group Revenue Manager
Location: Bryanston
Salary:
A luxury lodge and hotel group based in Bryanston, Johannesburg, is seeking an experienced Group Revenue Manager, to be based in either Cape Town or Johannesburg, to lead the reservations and revenue strategy across its portfolio. The Revenue Manager is specifically responsible for managing the reservations and revenue process for The Cape Milner Hotel, while also overseeing online revenue perform...
29 days ago

Sales Manager
Location: Pretoria
Salary:
35 days ago

Wealth Advisor
Location: Johannesburg
Salary: Market Related
An Exciting Opportunity for an Experienced Wealth Advisor!
87 days ago

Truck Dealer Development Manager
Location: Germiston
Salary:
2 days ago