Wealth Manager

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, or specific needs, whichever is required, uncovering areas of need to generate new business
• Generate new business by referrals
• 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 proactively sourcing business

• 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

• 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 to meet the 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