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.
07 Jan 2026;
from:
gumtree.co.za