Financial Advisor/Trust Officer

Found in: Talent ZA C2 - 3 weeks ago

Cape Town, South Africa Hire Resolve Full time

Our client is currently seeking a skilled and experienced Financial Advisor/Trust Officer to join a leading company in the financial services industry.

As a Financial Advisor/Trust Officer, you will be responsible for providing comprehensive financial advice to clients and managing trust accounts. You will work closely with clients to understand their financial goals, develop customized financial plans, and implement investment strategies. Your role will also involve administering trust accounts, ensuring compliance with regulatory requirements, and providing exceptional customer service to clients.

Responsibilities:
  • Provide personalized financial advice to clients based on their financial goals and risk tolerance.
  • Develop and implement customized financial plans and investment strategies for clients.
  • Conduct regular portfolio reviews and make recommendations for adjustments based on market conditions and clients' changing needs.
  • Administer trust accounts, including managing assets, reconciling transactions, and ensuring compliance with regulatory requirements.
  • Monitor and analyze market trends, economic indicators, and investment opportunities to make informed investment recommendations.
  • Build and maintain strong relationships with clients, acting as their trusted advisor and providing ongoing support and guidance.
  • Stay current with industry developments, regulations, and best practices in financial planning and trust administration.
  • Collaborate with internal teams, such as legal and tax professionals, to meet clients' complex financial needs.
  • Ensure compliance with all relevant laws, regulations, and internal policies.
  • Provide exceptional customer service and resolve client inquiries or issues in a timely manner.

Requirements

  • Bachelor's degree in Finance, Business, Economics, or related field.
  • Proven experience as a Financial Advisor or Trust Officer.
  • Strong knowledge of financial planning strategies, investment products, and trust administration.
  • Certified Financial Planner (CFP) certification preferred.
  • Familiarity with relevant laws and regulations, such as fiduciary responsibilities and estate planning.
  • Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients.
  • Strong analytical and problem-solving abilities.
  • Ability to work independently and as part of a team.
  • Proficiency in financial software and tools.
  • Attention to detail and high level of accuracy.
  • Ability to handle confidential information with sensitivity and discretion.
  • Exceptional organizational and time management skills.
  • Professional ethics and integrity.
  • Minimum of 8+ years of experience in financial planning, trust administration, or a related field
  • Preferences will be given to those who have experience in trust, wills and deceased estates and/or tax advisory services

Benefits

  • Competitive salary

If you meet the above requirements and want to make a career-changing move, apply today by either filling in the online application form or by emailing your CV to Financialcareers@hireresolve.za.com

We will contact you telephonically in 3 days should you be suitable for this vacancy.
If you are not suitable, we will put your CV on file and contact you regarding any future vacancies that arise.

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