Financial Advisor/Trust Officer
Hire Resolve
- Cape Town, Western Cape
- Permanent
- Full-time
- Provide personalized financial advice to clients based on their financial goals and risk tolerance.
- Develop and implement customized financial plans and investment strategies for clients.
- Conduct regular portfolio reviews and make recommendations for adjustments based on market conditions and clients' changing needs.
- Administer trust accounts, including managing assets, reconciling transactions, and ensuring compliance with regulatory requirements.
- Monitor and analyze market trends, economic indicators, and investment opportunities to make informed investment recommendations.
- Build and maintain strong relationships with clients, acting as their trusted advisor and providing ongoing support and guidance.
- Stay current with industry developments, regulations, and best practices in financial planning and trust administration.
- Collaborate with internal teams, such as legal and tax professionals, to meet clients' complex financial needs.
- Ensure compliance with all relevant laws, regulations, and internal policies.
- Provide exceptional customer service and resolve client inquiries or issues in a timely manner.
- 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
- Competitive salary
If you are not suitable, we will put your CV on file and contact you regarding any future vacancies that arise.