Wealth Management & Creation Specialist

What Youll Do: Develop and implement bespoke financial strategies to help clients grow and protect their wealthlocally and internationally. Provide expert advice on investment planning, retirement strategies, estate structuring, and risk management. Build strong, trust-based relationships with clients by understanding their life goals, priorities, and financial preferences. Perform in-depth financial needs analyses and portfolio reviews to ensure alignment with client objectives. Collaborate with a team of internal professionals to deliver integrated, future-focused wealth solutions. What Were Looking For: A strong analytical thinker with the ability to simplify financial matters for clients. A client-first professional who thrives on building long-term relationships and delivering real value. Exceptional interpersonal and communication skills. High levels of integrity, discretion, and professional conduct. Minimum Requirements: Matric certificate (required) Relevant degree BCom, LLB, or a related financial qualification Own laptop, reliable vehicle & valid drivers license (essential) Why This Opportunity Stands Out: Join a future-forward firm with a strong reputation and proven support infrastructure. Access ongoing training, tools, and resources to help you serve clients with excellence. Work in a culture that recognises initiative, rewards high performance, and encourages long-term career growth. Enjoy a dynamic environment where you can build your own client base while collaborating with some of the industrys best. Please note only shortlisted candidates will be contacted. If you have not heard from us in 2 weeks, please consider your application unsuccessful.

Location: Centurion, ZA

Posted Date: 6/14/2025