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Overview:
Our client, a leading Private Bank and Wealth Manager catering specifically for High-Net-Worth clients, is seeking to appoint a Senior Financial Advisor. This position will be responsible for providing financial advice on both life risk and investments products to Private Bank clients in accordance with FAIS legislation and according to professional financial advice guidelines.
Responsibilities:
Conducting analysis of the client’s financial affairs (including a Risk inventory), developing a financial plan (Six Step Financial Planning Process) and selling our client's investments products directly to the clients should this be recommended in the financial plan
Ensure that proper record keeping of advice is maintained
Perform Annual Financial Reviews with clients
Clients will be sourced through Private Bank Marketing or by referrals from the Private Bankers directly
Build and maintain close relationships with Private Bankers and keep them informed in all activities with clients to ensure continued access and support
Ensure credibility with clients and Private Bankers through professionalism and demonstration of expertise
Assist with the sales and marketing of our client's product range with other distribution or service channels
Assist the Client Services Centre should phone in clients require advice or more technical (product and advice) support
Assist regional Private Bank management with marketing and sales plans
Always operate within the Private Bank business strategies and our client's brand guidelines
Develop and manage own sales plan and sales pipeline
Extensive regional travel is required
Requirements:
Relevant tertiary qualification
RE5 qualification is essential
CFP would be preferred
Experience in a Financial Advisory position
Must have experience in dealing with High-Net-Worth clients
Core competencies:
Understanding of long-term insurance business and markets
Knowledge and understanding of the relevant income tax and estate duty legislation
Sound experience with financial planning processes
Ensure that the core financial planning competencies are maintained through continuous training and development
Client service orientated
Excellent interpersonal skills
Relationship building and networking
Ability to organise and prioritise
Ability to work under pressure
Team player
Must have initiative and be tenacious
Ability to close a deal/sale
Financial Advisor jobs in Pretoria
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