Wealth Management Strategist

2 days ago


Centurion, Gauteng, South Africa The Recruitment Council Full time
Job Summary

We are seeking a highly skilled Wealth Management Specialist to join our team at The Recruitment Council. As a key member of our financial services team, you will be responsible for evaluating clients' financial situations and crafting customized investment plans.

About the Role

This is an exciting opportunity to work in a dynamic and fast-paced environment where you will have the chance to develop close relationships with business partners and practices. You will be responsible for addressing clients' needs for wealth creation, preservation, and income, as well as providing ongoing wealth management support services.

Key Responsibilities
  • Strategic Wealth Management: Conduct comprehensive assessments of clients' financial status, including assets, liabilities, income, expenses, and investment goals.
  • Wealth Planning: Develop bespoke wealth management strategies aligned with clients' objectives, risk tolerance, and timeframes.
  • Investment Portfolio Management: Design and manage investment portfolios using diverse asset classes and investment vehicles.
  • Clients Service: Offer guidance on retirement, estate planning, tax optimization, insurance, and comprehensive financial planning.
Requirements

To succeed in this role, you will need to have a solid understanding of global financial markets, regulatory landscapes, and key business drivers. You should also possess strong communication and interpersonal skills, as well as the ability to work effectively in a team environment.

What We Offer

We offer a competitive salary package, including a base salary of R 550,000 per annum, plus performance-related bonuses and benefits. If you are a motivated and results-driven individual who is passionate about delivering exceptional client service, we encourage you to apply for this exciting opportunity.



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