Chief Wealth Strategist

4 weeks ago


Cape Town, Western Cape, South Africa Humankind Group Full time

About Humankind Group

We are a reputable financial services company that prides itself on delivering high-quality advice and solutions to our clients. Our team is passionate about helping individuals achieve their long-term financial goals, and we are currently seeking an experienced professional to join our ranks.

Job Overview

We are offering a highly competitive salary of R600,000 per annum, making this an excellent opportunity for skilled professionals looking to take their careers to the next level. If you have a proven track record in financial planning and management, and possess excellent communication and interpersonal skills, we would like to hear from you.

Key Responsibilities

  • Develop and implement tailored financial plans for clients, taking into account their individual needs and objectives.
  • Manage existing client relationships, providing ongoing support and guidance to ensure their financial goals are met.
  • Create business cases to secure new clients and grow our customer base.
  • Stay up-to-date with industry trends and developments, ensuring our clients receive the best possible advice.

Required Skills and Qualifications

To be successful in this role, you will need:

  • A NQF Level 6 qualification in a relevant field, such as financial planning or management.
  • RE5 certification, demonstrating your expertise in retirement, unit trust, and investment planning.
  • Excellent communication and interpersonal skills, enabling you to build strong relationships with clients and colleagues alike.

Benefits

We offer a range of benefits, including:

  • A competitive salary package, reflecting your value to our organization.
  • Ongoing training and development opportunities, ensuring you stay up-to-date with industry best practices.
  • A dynamic and supportive work environment, fostering collaboration and innovation.


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