Chief Wealth Strategist
4 weeks ago
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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