Wealth Advisor

2 months ago

Bloemfontein, South Africa Perfect Placement Recruitment Full time
Job Title: Wealth Advisor
Location: KZN and/or Bloemfontein
Salary: Commision based
Benefits: Employee recognition initiatives
Vacancy Type: Remote (KZN and/or Bloemfontein)
Closing date: End Oct 2024

Duties and responsibilities:
  • 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 clients 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 clients 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

Non- negotiable qualifications and experience required:
  • 3-5 Years experience as a Wealth advisor or similar position.
  • Knowledge of Workpool and Google Docs.
  • Industry related Qualification.
  • Registered as Representative of related FSP.
  • FAIS legislature requirements, which include, but not limited to: RE1 and RE5.
  • Responsible for meeting the CPD requirements.
  • Continue to meet all Fit and Proper requirements as per the latest legislation.
  • This role requires frequent business travel.
  • Own reliable transport and valid license.

By submitting your information and application you hereby confirm:
1. That you have no objection to us retaining your personal information in our database for future matching/ POPI Policy.
2. Due to the nature of the position, that we can do an ITC check if our client is interested in your CV.
3. That the information you have provided to us is true, correct, and up to date.

PLEASE NOTE:
Correspondence will only be conducted with shortlisted candidates. Should you not hear from us within 30 days, please consider your application unsuccessful.

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