A financial services advisory group is looking for a full-time Wealth Advisor to join their team.
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 complete financial needs analysis, uncovering areas of need to generate new business.
Generate new business by referrals.
Prepare and present proposals to potential clients and close 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 clients' situations/needs (short- and long-term financial objectives, risk tolerance).
Inform clients of changes to their portfolio and/or market trends that may affect their financial objectives.
Travel within South Africa proactively sourcing business.
Develop individual business plan.
Achieve sales targets by acquiring profitable new business and monthly business reporting.
Adhere to compliance, operational procedures, and practice management standards.
Maintain and improve knowledge of various products as well as stay abreast of industry and regulatory changes.
Adhere to continuous professional development requirements in line with qualification.
REQUIREMENTS
3 - 5 years' experience.
Industry-related qualification.
Registered as Representative of related FSP.
FAIS legislature requirements, which include, but are not limited to: RE1 and RE5.
Responsible for meeting CPD requirements.
Continue to meet all Fit and Proper requirements as per the latest legislation.
This role requires frequent business travel.
Must be a self-starter that can operate as a member of an experienced team.
Decent level of investment and product knowledge.
Looking for long-term commitment and impeccable ethics.
Wants to be truly independent from the views and advice provided.
Job Type: Full-time
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