Overview  Hire Resolve is looking for an experienced Wealth/Financial Planner to join our client, a prominent financial institution. This role is ideal for a driven professional with a proven background in wealth management and an established client base. Located in Pretoria, the successful candidate will work closely with high-net-worth clients, offering tailored financial strategies, investment planning, and portfolio management to support long-term financial growth and security.

Responsibilities

Cultivate and manage a portfolio of high-net-worth clients, providing customized financial planning services Build long-term client relationships, ensuring satisfaction through regular reviews and strategic portfolio rebalancing Deliver comprehensive financial planning services, including estate planning, tax optimization, and offshore investment strategies Conduct in-depth financial assessments to create tailored investment solutions based on clients’ goals Provide expert guidance on complex financial products, including offshore investments, trusts, and alternative assets Actively expand the client base through networking, client seminars, and personal contacts Maintain and expand an existing book of business by introducing clients to a broad suite of wealth management services Ensure regulatory compliance with industry standards, keeping detailed records and preparing reports as required Stay current on global/local market trends to offer timely, informed advice Educate clients on financial planning topics to facilitate informed decision-making

Requirements

Bachelor’s degree in Finance, Economics, Accounting, or related field; CFP, CFA, or similar certification preferred 5+ years of experience in wealth management, financial planning, or a similar role Established book of clients with a record of managing high-net-worth portfolios Strong knowledge of financial products, offshore investments, estate planning, and tax strategies Proven relationship management skills, with a high level of professionalism and a consultative approach Excellent communication and interpersonal skills Based in Pretoria or willing to relocate; able to travel for client meetings in the region

Benefits

Salary: Negotiable

Contact Hire Resolve for your next career-changing move today

Apply for this role today, contact Gustav Vogel at Hire Resolve or on LinkedIn You can also visit the Hire Resolve website: hireresolve.us or email us your CV: gustav.vogel@hireresolve.us Please use “Wealth/Financial planner” as your subject line when applying via email

We will contact you telephonically in 3 days should you be suitable for this vacancy. If you are not suitable, we will put your CV on file and contact you regarding any future vacancies that arise.

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