Hire Resolve is looking for an experienced Wealth/Financial Planner to join our client, a prominent financial institution. This role is ideal for a driven professional with a proven background in wealth management and an established client base. Located in Pretoria, the successful candidate will work closely with high-net-worth clients, offering tailored financial strategies, investment planning, and portfolio management to support long-term financial growth and security.
Responsibilities
Cultivate and manage a portfolio of high-net-worth clients, providing customized financial planning services
Build long-term client relationships, ensuring satisfaction through regular reviews and strategic portfolio rebalancing
Deliver comprehensive financial planning services, including estate planning, tax optimization, and offshore investment strategies
Conduct in-depth financial assessments to create tailored investment solutions based on clients' goals
Provide expert guidance on complex financial products, including offshore investments, trusts, and alternative assets
Actively expand the client base through networking, client seminars, and personal contacts
Maintain and expand an existing book of business by introducing clients to a broad suite of wealth management services
Ensure regulatory compliance with industry standards, keeping detailed records and preparing reports as required
Stay current on global/local market trends to offer timely, informed advice
Educate clients on financial planning topics to facilitate informed decision-making
Requirements
Bachelor's degree in Finance, Economics, Accounting, or related field; CFP, CFA, or similar certification preferred
5+ years of experience in wealth management, financial planning, or a similar role
Established book of clients with a record of managing high-net-worth portfolios
Strong knowledge of financial products, offshore investments, estate planning, and tax strategies
Proven relationship management skills, with a high level of professionalism and a consultative approach
Excellent communication and interpersonal skills
Based in Pretoria or willing to relocate; able to travel for client meetings in the region
Benefits
Salary: Negotiable
Contact Hire Resolve for your next career-changing move today
Apply for this role today, contact Gustav Vogel at Hire Resolve or on LinkedIn
You can also visit the Hire Resolve website: hireresolve.usor email us your CV:******
Please use "Wealth/Financial planner" as your subject line when applying via email
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.