Where

Wealth Management Specialist

Stonebridge HR Solutions
Pretoria Full-day Full-time

Description:

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. 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.

Requirements:

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.

  • 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.
05 May 2025;   from: careers24.com

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