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Financial Advisor/ Trust Officer

Company

Hire Resolve

Location

Knysna, South Africa

Type

FULL_TIME

Overview

Job Title: Financial Advisor/Trust Officer

Hire Resolve’s client in Knysna is seeking a knowledgeable and experienced financial advisor/trust officer to provide comprehensive financial advice and services to their clients. The ideal candidate will have a strong understanding of investment strategies, estate planning, and trust administration. They will also have excellent communication skills and the ability to build and maintain strong relationships with clients.

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 on a regul...

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