Financial Advisor/ Trust Officer

Job Description

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 regularly 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 is 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 and Development
Paid Time Off (PTO) (if applicable)