Wealth Strategist

1 month ago


Cape Town, Western Cape, South Africa The Recruitment Council Full time
Job Description

The primary objective of this role is to deliver high-quality services to high-net-worth clients by providing personalized financial advice and holistic financial planning.

Key Responsibilities:

  • Develop and maintain strong relationships with clients to understand their financial goals and objectives.
  • Provide tailored investment advice and guidance to help clients achieve their financial aspirations.
  • Stay up-to-date with industry developments and market trends to ensure clients receive the best possible advice.
  • Work collaboratively with the team to ensure seamless delivery of services and meet business targets.

Requirements:

  • Relevant degree from a reputable institution.
  • Professional registration (e.g., CFP).
  • Excellent communication and interpersonal skills.
  • Strong analytical and problem-solving abilities.

Personal Qualities:

  • Initiative and proactivity.
  • Attention to detail and accuracy.
  • Emotional intelligence and empathy.
  • Flexibility and adaptability.

What We Offer:

  • Opportunities for career growth and development.
  • Competitive salary and benefits package.
  • Collaborative and dynamic work environment.


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