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Wealth Management Specialist

16 days ago39 views
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General Details
Advertised By:Agency
Company Name:Executive Placements
Job Type:Full-Time
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.


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Executive Placements
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