Advisory Partner

Details of the offer

Job Title: Advisory Partner Purpose of the Role: The Advisory Partner is responsible for taking the organization's service and product offerings to market while engaging with prospective and existing clients. This role requires a proactive approach to business development and a commitment to delivering exceptional financial solutions. Reporting Line: Reports to the Regional Head: Advisory Partner. Key Relationships: Collaborates with internal teams, portfolio managers, and investment companies. Engages with external clients, leads, and regulatory bodies. Qualifications: Postgraduate Diploma in Financial Planning (CFP). Relevant B.Com degree, CA, or LLB. Completion of regulatory exams and Class of Business courses. Experience: Minimum of 5 years in an investment and planning environment. Competencies: Strong aptitude for figures and financial analysis. Excellent influencing and interpersonal skills. Conceptual thinking and effective stress management. Adaptability and flexibility in a dynamic environment. Strong presentation skills and emotional intelligence (EQ). Ability to mentor and teach junior staff. Knowledge: In-depth knowledge of financial markets and investment products. Thorough understanding of the global economy and investment strategies. Strong technical knowledge in tax, estate planning, retirement planning, forex, and interest rates. Personal Characteristics: Client-focused and service-oriented. Integrity and a personable demeanor. Quick thinking with strong managerial and delegation skills. Sensitivity to client needs and a high sense of duty and loyalty. Key Performance Areas (KPAs): Build and maintain trusting relationships with new and prospective clients. Drive business development by attracting new business and leads. Provide comprehensive financial roadmaps and investment solutions. Manage client wealth through effective advice and implementation of changes. Initiate referrals from existing clients. Oversee business practice management and ensure compliance with regulatory standards. Organize prospecting events to support business inflows and relationship building. Conduct bi-annual meetings with clients to discuss portfolios and strategies. Mentor and develop junior team members. Stay updated on industry changes through training and networking.


Source: Whatjobs_Ppc

Job Function:

Requirements

Donor Recruiter

Job category: Media, Advertising, PR, Publishing and Marketing Contract: Permanent Business Unit: Kroonstad Marketing Remuneration: R 280,875.00 EE position:...


From South African National Blood Service - South Africa

Published a month ago

Casual Frontshop Assistant Talent Pool

The Dis-Chem Group is South Africa's fastest-growing pharmaceutical retail group with operations in South Africa, Botswana, and Namibia. The group was founde...


From Dis-Chem Pharmacies - South Africa

Published a month ago

Labour Consultant

Minimum requirements: B.Com Law/LLB or HR related tertiary education essentialMust own a reliable vehicleWilling to travel to clients in the Gauteng/National...


From Dante Personnel - South Africa

Published a month ago

Payroll Officer

About the job: Payroll OfficerPurpose:To ensure effective and efficient payment of salaries to employees. Performs all activities necessary to process payrol...


From Ithemba Recruitment - South Africa

Published a month ago

Built at: 2024-10-31T20:44:58.970Z