Wealth Strategist

2 months ago

Sandton, South Africa Recruitment Full time

Wealth Strategist Job Description

About the Role:

We are seeking a highly motivated and experienced Wealth Strategist to join our team at Recruitment. As a Wealth Strategist, you will be responsible for building strong relationships with clients, assessing their financial goals, and providing tailored investment solutions.

Key Responsibilities:

  • Cultivate and maintain relationships with new and existing clients.
  • Conduct thorough needs analysis to support clients in achieving their financial goals.
  • Provide professional and consistent communication to manage client relationships.
  • Ensure all compliance and integrity standards are met at all times.

Requirements:

  • Completed Bachelor's degree in Finance (BCom) or a similar field.
  • Currently pursuing CFA/CFP certification.
  • 2 or more years of solid experience as a Financial Planner or similar role.
  • FSCA experience and RE5 advantageous.

What We Offer:

  • A competitive salary and lucrative commission structure.
  • A dynamic and supportive work environment.
  • Opportunities for professional growth and development.

Disclaimer:

We specialize in specific niche fields and regret that we are unable to provide assistance for any fields outside of this scope. Fields can be viewed on our website.

Equal Opportunity Employer:

All backgrounds are welcomed, with no bias. All are considered based on requirements.

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