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Wealth Management Specialist

Apply before Dec 20 2025 | 15 Days left

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Vacancy Details

Employer: Stonebridge HR Solutions

Are you passionate about helping individuals and families achieve long-term financial well-being? Do you have a knack for translating complex financial concepts into clear, actionable strategies? Our Client is on the lookout for a dynamic and client-focused Wealth Management Specialist to join a reputable firm in the financial services sector based in the Centurion area.
What You’ll 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 We’re 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.
  • Bachelor’s 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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About Stonebridge HR Solutions

Since our inception, Stonebridge HR Solutions has been totally focused on building a strategic, quality search practice.

Stonebridge HR Solutions strives to source first class talent, delivering only the highest quality service to our candidates and clients. We are in the business to transform both organisations and careers. Through the wide range of recruitment and talent acquisition services we offer, we can help realize the full potential of our candidates and clients. We treasure the relationships that we build with our clients and our candidates because they are the key to our success and it is reinforced by the five values that drive our business strategy.

Integrity:
We pride ourselves on building ethical relationships with colleagues, clients and candidates based on honesty, transparency and mutual trust.

Respect:
We treat everyone with consideration and fairness and we are always willing to listen.

Responsibility:
We take full responsibility to uphold our commitments to our clients and candidates to the best of our ability.

Commitment:
We are committed to deliver excellent services. We work together as a team and share our knowledge to continuously improve our services.

And we do it all with Passion

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