Strategic Wealth Architect & Client Growth Leader

The Recruitment Council; Centurion; On-site; ZAR 300 000 - 700 000; Full time

Job summary

An established industry player is seeking a Wealth Management Specialist to drive personalized financial strategies. This role emphasizes evaluating clients' financial situations and crafting tailored investment plans to enhance wealth. You'll be at the forefront of wealth management, conducting portfolio reviews, educating financial advisers, and implementing innovative financial strategies. If you possess a strong acumen in financial markets and a passion for client success, this opportunity offers a dynamic environment where your expertise can shine and make a significant impact on clients' financial journeys.

Qualifications

• Degree in Business Management, Investments, or related fields. CFP or CFA preferred.
• 5-8 years in financial services, particularly asset wealth management.

Responsibilities

• Conduct comprehensive assessments and develop bespoke wealth management strategies.
• Continuously monitor and adjust clients' portfolios based on changing circumstances.
• Build productive relationships and foster a client-centric culture.

Skills

Wealth Management

Investment Strategies

Financial Planning

Client Relationship Management

Market Research

Risk Management

Leadership

Education

Degree in Business Management or related fields

Postgraduate diploma in financial planning

Certified Financial Planner (CFP) or CFA designation

Job description

An established industry player is seeking a Wealth Management Specialist to drive personalized financial strategies. This role emphasizes evaluating clients' financial situations and crafting tailored investment plans to enhance wealth. You'll be at the forefront of wealth management, conducting portfolio reviews, educating financial advisers, and implementing innovative financial strategies. If you possess a strong acumen in financial markets and a passion for client success, this opportunity offers a dynamic environment where your expertise can shine and make a significant impact on clients' financial journeys.