Wealth Management & Creation Specialist

• Develop and implement bespoke financial strategies to help clients grow and protect their wealth—locally 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.

• 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.

• Matric certificate (required)
• Relevant degree – BCom, LLB, or a related financial qualification
• Own laptop, reliable vehicle & valid driver’s license (essential)

• 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 industry’s best.

Job Mail