Job Description
To serve as a full financial services advisor by providing appropriate savings, investment and estate planning advice, expertise and support to high income clients, with a focus on investments.
Are You Someone Who CanFormulate proposals in cash management, risk needs, investment planning, estate planning, or other areas to help clients achieve their financial goals.Achieve previously determined sales targets across the business by identifying opportunities to advise on Clients approved investment and risk products.Investigate available investment opportunities to determine compatibility with client financial plans.Review clients' financial plans regularly to determine whether life changes, economic changes, environmental concerns, or financial performance indicate a need for plan reassessment.Provide regular reports on delivery of services against agreed service level agreements and in terms of overall customer targets.Ensure that the quality of advice remains high and consistent and in line with Clients investment philosophy and product approved matrix.Contribute to sustaining a competitive edge through external networking, benchmarking, and representation on related forums.Achieve gross production target as indicated in scorecard.Inform and educate customers on products and services to ensure retention of existing customers; increase sales revenue and increase the organisation's customer base.Advise on and provide support to ensure the effective resolution of customer queries in order to ensure customer satisfaction and retention.Analyse financial information obtained from clients to develop a financial plan or proposal using the correct tools.Accumulate information to review work progress that provides input to reporting, decision making, and the identification of improvement opportunities.Take all necessary actions to ensure compliance with relevant statutory, legislative, policy and governance requirements in area of accountability.Maintain expert knowledge on relevant legislative amendments, industry best practices and Clients internal compliance procedures and requirements.Ensure compliance is adopted in terms of systems and procedures as laid out by Client.Implement and provide input into the development of governance and compliance procedures and processes within area of specialisation and identify risks.Ensure optimal usage and protection of business assets.Maintain expert knowledge on all Clients approved products, application procedure, processing and timelines in order to drive and achieve relevant sales targets.Engage in cross-functional activities.Collaborate across boundaries and finds common ground with a widening range of stakeholders.Maintain and build relationships for purposes of expectation management, knowledge sharing and integration.You Will Be An Ideal Candidate If YouRelevant Degree in Investment or Economics.Completed Certified Financial Planner preferred.Have 3 to 5 years experience as a Wealth Manager with sales and advisory experience with high income clients.Candidates with the following FAIS experience will be given preference:Cat 1:1.3 Long-Term Insurance subcategory B1.4 Long-Term Insurance subcategory C1.5 Retail Pension Benefits1.8 Shares1.9 Money Market Instruments1.12 Bonds1.14 Participatory Interests in a Collective Investment Scheme1.15 Forex Investments1.17 Long-term Deposits1.18 Short-term Deposits1.20 Long-Term Insurance Subcategory B21.21 Long-Term Insurance Subcategory B2-A1.22 Long-term Insurance subcategory B1-A1.24 Structured Deposits1.26 Participatory Interest in hedge fundCat 2:2.2 Long Term Insurance Subcategory C2.3 Retail Pension Benefits2.5 Shares2.6 Money Market Instruments2.9 Bonds2.11 Participatory Interests in one or more CIS2.12 Forex Investments2.13 Long Term Deposits2.14 Short Term Deposits2.18 Structured Deposits2.20 Participatory interest in hedge funds
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