Financial Advisor / Trust Officer

Job Title : Financial Advisor / Trust Officer

Hire Resolve's client in Knysna is seeking a knowledgeable and experienced financial advisor / trust officer to provide comprehensive financial advice and services to their clients. The ideal candidate will have a strong understanding of investment strategies, estate planning, and trust administration. They will also have excellent communication skills and the ability to build and maintain strong relationships with clients.

Responsibilities :

• Develop and implement personalized financial strategies for clients based on their goals and risk tolerance.
• Provide investment advice and recommendations to help clients achieve their financial objectives.
• Assist clients with estate planning, including wills, trusts, and other related services.
• Administer trusts and manage assets on behalf of clients.
• Monitor and review client portfolios on a regular basis to ensure they remain aligned with their financial goals.
• Stay current on market trends, economic indicators, and regulatory changes that may impact client portfolios.

Requirements :

Benefits :

Contact Hire Resolve for your next career-changing move.

We will contact you telephonically in 3 days should you be suitable for this vacancy. If you are not suitable, we will put your CV on file and contact you regarding any future vacancies that arise.

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