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Join a dynamic firm where you'll design and implement personalized financial strategies for individuals and businesses. This opportunity emphasizes strong client relationships and requires robust analytical and interpersonal skills. Candidates must have a bachelor's degree and be proficient in English and Afrikaans, with a commitment to high ethical standards.
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.