Wealth Advisor

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, or specific needs, whichever is required, 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 timeous 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