Advisory Partner

2 months ago

Johannesburg, South Africa The Recruitment Council Full time

Job Title: Advisory Partner

Purpose of the Role: The Advisory Partner is responsible for taking the organization's service and product offerings to market while engaging with prospective and existing clients. This role requires a proactive approach to business development and a commitment to delivering exceptional financial solutions.

Reporting Line:
Reports to the Regional Head: Advisory Partner.

Key Relationships:

  • Collaborates with internal teams, portfolio managers, and investment companies.
  • Engages with external clients, leads, and regulatory bodies.

Qualifications:

  • Postgraduate Diploma in Financial Planning (CFP).
  • Relevant B.Com degree, CA, or LLB.
  • Completion of regulatory exams and Class of Business courses.

Experience:

  • Minimum of 5 years in an investment and planning environment.

Competencies:

  • Strong aptitude for figures and financial analysis.
  • Excellent influencing and interpersonal skills.
  • Conceptual thinking and effective stress management.
  • Adaptability and flexibility in a dynamic environment.
  • Strong presentation skills and emotional intelligence (EQ).
  • Ability to mentor and teach junior staff.

Knowledge:

  • In-depth knowledge of financial markets and investment products.
  • Thorough understanding of the global economy and investment strategies.
  • Strong technical knowledge in tax, estate planning, retirement planning, forex, and interest rates.

Personal Characteristics:

  • Client-focused and service-oriented.
  • Integrity and a personable demeanor.
  • Quick thinking with strong managerial and delegation skills.
  • Sensitivity to client needs and a high sense of duty and loyalty.

Key Performance Areas (KPAs):

  • Build and maintain trusting relationships with new and prospective clients.
  • Drive business development by attracting new business and leads.
  • Provide comprehensive financial roadmaps and investment solutions.
  • Manage client wealth through effective advice and implementation of changes.
  • Initiate referrals from existing clients.
  • Oversee business practice management and ensure compliance with regulatory standards.
  • Organize prospecting events to support business inflows and relationship building.
  • Conduct bi-annual meetings with clients to discuss portfolios and strategies.
  • Mentor and develop junior team members.
  • Stay updated on industry changes through training and networking.

Measurement of Success:

  • Contribution to the overall profitability of the organization through:
    • New inflows from prospective clients.
    • Retention of existing clients.
    • Effective management of assets under management (AUM) and net flows.
    • Leveraging integrated offerings across the organization.

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