Overview:Our client, a leading Private Bank and Wealth Manager catering specifically for High-Net-Worth clients, is seeking to appoint a Senior Financial Advisor.
This position will be responsible for providing financial advice on both life risk and investments products to Private Bank clients in accordance with FAIS legislation and according to professional financial advice guidelines.Responsibilities:Conducting analysis of the client's financial affairs (including a Risk inventory), developing a financial plan (Six Step Financial Planning Process) and selling our client's investments products directly to the clients should this be recommended in the financial planEnsure that proper record keeping of advice is maintainedPerform Annual Financial Reviews with clientsClients will be sourced through Private Bank Marketing or by referrals from the Private Bankers directlyBuild and maintain close relationships with Private Bankers and keep them informed in all activities with clients to ensure continued access and supportEnsure credibility with clients and Private Bankers through professionalism and demonstration of expertiseAssist with the sales and marketing of our client's product range with other distribution or service channelsAssist the Client Services Centre should phone in clients require advice or more technical (product and advice) supportAssist regional Private Bank management with marketing and sales plansAlways operate within the Private Bank business strategies and our client's brand guidelinesDevelop and manage own sales plan and sales pipelineExtensive regional travel is requiredRequirements:Relevant tertiary qualification and CFP would be preferredRE 5Eight years' experience in financial services in financial adviceCore competencies:Understanding of long-term insurance business and marketsKnowledge and understanding of the relevant income tax and estate duty legislationSound experience with financial planning processesEnsure that the core financial planning competencies are maintained through continuous training and developmentClient service orientatedExcellent interpersonal skillsRelationship building and networkingAbility to organise and prioritiseAbility to work under pressureTeam playerMust have initiative and be tenaciousAbility to close a deal/sale