Strategic Legacy & Estate Planner

Spane4All; Gauteng; On-site; ZAR 300 000 - 500 000; Full time

Job summary

A financial advisory firm in Gauteng seeks a professional to provide holistic legacy planning solutions to clients. You will be responsible for managing client portfolios, identifying growth opportunities, and exceeding customer expectations. Ideal candidates possess strong expertise in legacy planning and excellent service delivery skills. The position emphasizes the importance of compliance and industry knowledge while aiming to achieve revenue targets through client advice.

Qualifications

• Expertise in legacy planning and tax optimization.
• Strong client management skills and ability to identify opportunities.
• Ability to deliver exceptional customer service.

Responsibilities

• Provide customized legacy planning solutions to clients.
• Manage client portfolio and expand customer base.
• Achieve revenue targets through effective client advice.

Job description

A financial advisory firm in Gauteng seeks a professional to provide holistic legacy planning solutions to clients. You will be responsible for managing client portfolios, identifying growth opportunities, and exceeding customer expectations. Ideal candidates possess strong expertise in legacy planning and excellent service delivery skills. The position emphasizes the importance of compliance and industry knowledge while aiming to achieve revenue targets through client advice.