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Centurion: Wealth Management Specialist

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Job Description

What Youll Do: Design and implement tailored financial strategies to individuals, groups and businesses alike, by analysing financial portfolio and identifying strategic investment opportunities- local and offshore. Build trusted relationships with clients by understanding their financial goals, risk appetite, and future plans. Conduct regular portfolio reviews and make data-driven recommendations to optimize client outcomes. Stay up-to-date with market/economic trends, financial strategies, and regulatory developments. Collaborate with internal and external experts to deliver holistic wealth solutions. What Were Looking For: Strong analytical skills with a client-centric approach. Excellent communication and interpersonal skills. A high degree of integrity and professional ethics. Minimum requirements: Valid Matric. Own reliable vehicle. Bachelors degree (BCom, LLB, or related degree) Must be bilingual English and Afrikaans. Why This Opportunity? Be part of a forward-thinking and client-first environment. Access to a wide range of resources and tools to support your success. Competitive compensation package and performance-based incentives. Opportunities for professional growth and development. Please note only shortlisted candidates will be contacted. If you have not heard from us in 2 weeks, please consider your application unsuccessful.



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Posted in Jobs in Centurion, Jobs in Northern Suburbs, Jobs in Tshwane

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