Wealth Advisor - Kzn Or Free State

A financial services advisory group is looking for a full-time Wealth Advisor to work in their Wealth Department.DUTIES & RESPONSIBILITIES, NOT LIMITED TO:Develop new business and maintain existing businessBuild relationships with clientsRetain existing clients and generate business from them by reviewing existing portfoliosMeet with new clients to perform a full financial needs analysis, or specific needs, whichever is required, uncovering areas of need to generate new businessGenerate new business by referrals and "cross-selling" for the different entities within the organisation, i.e. Trust, Wills, Tax and Accounting, Short-term insurance and HealthOversee and manage quotations, policy activations, amendments and claimsPrepare and present proposals to potential clientsClosing of leadsPerform annual review/renewal for all existing clientsAttend to client requests in a timeous mannerDevelop and maintain relationships with key account clientsDevelop and maintain excellent relationships with the markets/product providersManage and maintain new and existing clients' relationships through a client SLAUnderstand and remain current on changes in client's situations/needs (short- and long-term financial objectives, risk tolerance)Inform clients of changes to their portfolio and/or market trends that may affect the client's financial objectivesTravel within South Africa and neighbouring countries when requiredDevelop individual business planAchieve sales targets by acquiring profitable new businessMonthly business reportingAdhere to compliance, operational procedures and practice management standardsResponsible for maintaining and improving knowledge of various products as well as staying abreast of industry and regulatory changesResponsible for adherence with continuous professional development requirements in line with qualificationREQUIREMENTSWorkpool & Google Docs Knowledge3 - 5 years' experienceIndustry related QualificationRegistered as Representative of related FSPFAIS legislature requirements, which include, but not limited to:RE1 and RE5Responsible to meet the CPD requirementsContinue to meet all Fit and Proper requirements as per the latest legislationThis role requires frequent business travelJob Type: Full-time
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