IntroductionWhere you'll workEstablished in 1998, this leading, award-winning, global financial services company provides quality financial advice and wealth management solutions to international expatriates. They have been awarded and recognised both globally and locally for excellence in client services and continue to work passionately towards implementing client-centric solutions. This financial services institution brings together the investment expertise of a select group of international money management firms and are known throughout the industry for their experience and strong track records.How you'll roleIn your role as an experienced Financial Advisor, you will effectively plan and manage leads while interacting with potential businesses and professionals in order to achieve both the company's goals and objectives as well as your own. You will provide bespoke financial advice to local and international clientele. To be successful in this role you will need to exhibit a growth mindset underpinned by a desire to continuously learn and upskill yourself.Duties & ResponsibilitiesWhat you'll doAchieve objectives and targets through effective planning, lead management, and engaging with potential clientsIdentify and target key stakeholders and ensure strong relationships are fosteredContact potential clients and create a rapport by networking and following up on leadsConduct in-depth needs analyses and provide comprehensive wealth planning to clientsProvide sound advice on Investments, Wealth and Estate planningMaintain an internationally recognised customer experienceOngoing servicing of client bookConduct regular meetings with key clientsDesired Experience & QualificationWhat you'll needProven experience in a financial advisory or wealth management roleCISI level two or equivalent qualification (RE5 being the South African equivalent)Financial planning and sales experienceA strong desire to learn and grow professionallyA hunter mentalityHigh-performing and target drivenThe ability to work independentlyA transferable book of AUM will be beneficial but not essentialOffshore experience will be beneficialPackage & RemunerationBasic + commission (to be discussed at interview stage)
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