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Trust Officer Knysna

Company

Hire Resolve

Location

knysna, South-Africa

Type

Full-time

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 regular basis to ensure they ...

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