Trust Officer Knysna

Hire Resolve; Knysna; Presencial; ZAR 540.000 - 600.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Training and Development

Paid Time Off (PTO)

Descripción de la vacante

Hire Resolve's client in Knysna is seeking a knowledgeable financial advisor/trust officer to provide comprehensive financial guidance and services. You will develop personalized strategies, advise on investments, and assist with estate planning and trust administration.

The role requires 8+ years of experience, a strong understanding of fiduciary responsibilities, and excellent client relations skills. CFP preferred. The position emphasizes independent work and collaboration within a team.

Formación

• Bachelor's degree in Finance, Business, Economics, or related field.
• Minimum of 8+ years of experience in financial planning, trust administration, or related field.
• Strong knowledge of financial planning strategies and trust administration.
• Certified Financial Planner (CFP) certification preferred.
• Excellent communication and interpersonal skills; ability to build rapport with clients.
• Familiarity with fiduciary responsibilities and estate planning laws and regulations.
• Proficiency in financial software and tools.

Responsabilidades

• Develop and implement personalized financial strategies for clients based on goals and risk tolerance.
• Provide investment advice and recommendations to help clients achieve financial objectives.
• Assist clients with estate planning, including wills, trusts, and related services.
• Administer trusts and manage assets on behalf of clients.
• Monitor and review client portfolios to ensure alignment with goals.
• Stay current on market trends, economic indicators, and regulatory changes.

Conocimientos

Financial planning

Client relationship management

Analytical thinking

Attention to detail

Team collaboration

Educación

Bachelor's degree in Finance, Business, Economics, or related field

Herramientas

Financial software

Descripción del empleo

Job Title: Financial Advisor/Trust Officer

Hire Resolve's client in Knysna is seeking a knowledgeable and experienced financial advisor/trust officer to provide comprehensive financial advice and services to their clients. The ideal candidate will have a strong understanding of investment strategies, estate planning, and trust administration. They will also have excellent communication skills and the ability to build and maintain strong relationships with clients.

Responsibilities:

• Develop and implement personalized financial strategies for clients based on their goals and risk tolerance.
• Provide investment advice and recommendations to help clients achieve their financial objectives.
• Assist clients with estate planning, including wills, trusts, and other related services.
• Administer trusts and manage assets on behalf of clients.
• Monitor and review client portfolios on a regular basis to ensure they remain aligned with their financial goals.
• Stay current on market trends, economic indicators, and regulatory changes that may impact client portfolios.

Requirements:

• Bachelor's degree in Finance, Business, Economics, or related field.
• Proven experience as a Financial Advisor or Trust Officer.
• Strong knowledge of financial planning strategies, investment products, and trust administration.
• Certified Financial Planner (CFP) certification preferred.
• Familiarity with relevant laws and regulations, such as fiduciary responsibilities and estate planning.
• Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients.
• Strong analytical and problem-solving abilities.
• Ability to work independently and as part of a team.
• Proficiency in financial software and tools.
• Attention to detail and high level of accuracy.
• Ability to handle confidential information with sensitivity and discretion.
• Exceptional organizational and time management skills.
• Professional ethics and integrity.
• Minimum of 8+ years of experience in financial planning, trust administration, or a related field.

Benefits:

• Salary: R540K/yr - R600K/yr, salary negotiable.
• Training and Development.
• Paid Time Off (PTO) (if applicable).

Contact Hire Resolve for your next career-changing move.

We will contact you telephonically in 3 days should you be suitable for this vacancy. If you are not suitable, we will put your CV on file and contact you regarding any future vacancies that arise.