Financial Advisor/ Trust Officer
Location
knysna, western cape
Job Type
Full-time
Category
Audit, Taxes & Accounting
Posted
June 13, 2026
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 ...