| Date | 2024-12-26 |
|---|---|
| Job Title | Financial Advisor/ Trust Officer |
| Employer | Hire Resolve More Information |
| Salary | 0 |
| Category | Finance Accounting |
| Location |
Western Cape / Knysna |
Job Summary
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
- Preferences will be given to those who have experience in trust, wills and deceased estates and/or tax advisory services
Benefits:
-
Salary:
R540K/yr – R600K/yr, salary negotiable
- Training & Development
- Paid Time Off (PTO) (if applicable)
Contact Hire Resolve for your next career-changing move.
