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 business
Build relationships with clients
Retain existing clients and generate business from them by reviewing existing portfolios
Meet with new clients to perform a full financial needs analysis, uncovering areas of need to generate new business
Generate 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 Health
Oversee and manage quotations, policy activations, amendments and claims
Prepare and present proposals to potential clients
Closing of leads
Perform annual review/renewal for all existing clients
Attend to client requests in a timely manner
Develop and maintain relationships with key account clients
Develop and maintain excellent relationships with the markets/product providers
Manage and maintain new and existing clients' relationships through a client SLA
Understand 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 objectives
Travel within South Africa and neighbouring countries when required
Develop individual business plan
Achieve sales targets by acquiring profitable new business
Monthly business reporting
Adhere to compliance, operational procedures and practice management standards
Responsible for maintaining and improving knowledge of various products as well as staying abreast of industry and regulatory changes
Responsible for adherence with continuous professional development requirements in line with qualification
REQUIREMENTS
Workpool & Google Docs Knowledge
3 - 5 years' experience
Industry related Qualification
Registered as Representative of related FSP
FAIS legislature requirements, which include, but not limited to:
RE1 and RE5
Responsible to meet the CPD requirements
Continue to meet all Fit and Proper requirements as per the latest legislation
This role requires frequent business travel
Job Type: Full-time
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