Wealth Management SpecialistStonebridge HR Solutions • Centurion, South Africa

Wealth Management Specialist

Stonebridge HR Solutions • Centurion, South Africa

30+ days ago

Job description

What Youll 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 Were Looking For :

Strong analytical skills with a client-centric approach.

Excellent communication and interpersonal skills.

A high degree of integrity and professional ethics.

Minimum requirements :

Valid Matric.

Own reliable vehicle.

Bachelors degree (BCom, LLB, or related degree)

Must be bilingual English and Afrikaans.

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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Wealth Management Specialist • Centurion, South Africa

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