Strategic Wealth Manager

21 hours ago


Johannesburg, Gauteng, South Africa HR Studio Ltd Full time

We are seeking a highly motivated and driven individual to fill the role of Strategic Wealth Manager.

About the Role

The successful candidate will be responsible for championing our clients' valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing fit-for-purpose financial plans and solutions.

Key Responsibilities
  • Identify and understand clients' financial objectives and develop tailored financial strategies to meet their needs
  • Provide expert financial guidance and recommendations to ensure clients achieve their long-term goals
  • Develop and implement effective financial plans and solutions that meet clients' evolving needs
Requirements

To be successful in this role, you will need:

  • A clear ITC and criminal record
  • Matric certification
  • An impeccable work ethic
  • A reliable vehicle and valid driver's license for frequent client visits
What We Offer

As a Strategic Wealth Manager at HR Studio Ltd, you can expect:

  • A professional and corporate work environment with access to top-notch resources and support
  • Ongoing mentoring and continuous training to enhance your skills and knowledge
  • Flexibility in work schedule to accommodate your needs
  • Competitive above-market commission-based income and comprehensive benefits package
  • Medical aid and provident fund contributions

Estimated Salary: R600,000 - R900,000 per annum, depending on experience and performance.



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