Financial Advisor | Retirement And High Net Worth Clients

Main Responsibilities:

Attending client meetings
Protect, secure and grow clients' wealth by providing independent, expert offshore financial advice, retirement planning, estate planning and tax planning
Assessing client needs by conducting in-depth financial needs analysis
Executing highly customized solutions to meet client's financial needs
Regular servicing of clients
Sourcing prospective clients and referrals
Meeting activity and sales targets
Reviewing and responding to clients' changing needs and financial circumstances

Character & Personality Traits for this Role:

Confident
Knowledgeable
Professional individuals who possess a high level of communication
Resilient
Undeniable work ethic
High level of professionalism and confidentiality
Self-managed

Technical Skills:

Advanced communication (English business language)
Analytical thinking
Achievement orientation
Enterprising potential
Numeracy skills
Adaptability
Stress tolerance

Qualifications Required For Role:

Grade 12 (Matric)
Wealth Management or equivalent qualification (min 120 credits NQF 8)
Certified Financial Planner (CFP)
3 - 5 years of wealth management experience
Understanding of the financial planning process
High level of technical knowledge
Excellent computer skills
Information gathering and monitoring
Able to relate and interact with all levels of clients and advisors
Attention to detail & Analytical
Excellent organizational & Time management skills
Goal & Achievement Orientated
High stress tolerance

#J-18808-Ljbffr