Job Title: Financial Advisor/Trust Officer
Hire Resolve's client in Knysna is seeking a knowledgeable and experienced financial advisor/trust officer to provide comprehensive financial advice and services to their clients. The ideal candidate will have a strong understanding of investment strategies, estate planning, and trust administration. They will also have excellent communication skills and the ability to build and maintain strong relationships with clients.
Responsibilities: - Develop and implement personalized financial strategies for clients based on their goals and risk tolerance.
- Provide investment advice and recommendations to help clients achieve their financial objectives.
- Assist clients with estate planning, including wills, trusts, and other related services.
- Administer trusts and manage assets on behalf of clients.
- Monitor and review client portfolios on a regular basis to ensure they remain aligned with their financial goals.
- Stay current on market trends, economic indicators, and regulatory changes that may impact client portfolios.
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.
Benefits: - Salary: R540K/yr - R600K/yr, salary negotiable.
- Training and Development.
- Paid Time Off (PTO) (if applicable).
Contact Hire Resolve for your next career-changing move.
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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