Wealth Advisor

**Job Advert Summary**:
The company Financial Advisory Services is looking for a salaried Wealth Advisor / Representative to acquire and manage a portfolio of high-net-worth clients.

**Minimum Requirements**:
SKILLS/PERSONAL ATTRIBUTES REQUIRED
- Matric
- Preference to Certified Financial Planner (CFP) designation/qualification
- Minimum 5 years investment and insurance experience
- Well networked, preferably in the Western-Cape/Stellenbosch
- Ability to run own practice within the business
- Excellent investment and product knowledge
- Extremely client/service orientated
- Resourceful and pro-active
- Excellent time management and prioritization abilities
- Track record and good FUA management
- Strong analytical skills
- Excellent communicator
- Legal and regulatory knowledge and technical ability

**Duties and Responsibilities**:
KEY AREAS OF RESPONSIBILITY
- Wealth & estate planning
- Acquisition and management of a portfolio of high net worth clients
- Managing a financial planning practice within the business

DESCRIPTION OF TASKS
- Acquire new clients through internal and external relationship building
- Manage pipeline and workflow to acquire and retain clients
- Servicing of new and existing clients
- Comprehensive wealth planning to clients - investment focused, but also extending to risk, business, fiduciary, etc.
- Ensure mandate adherence and compliance requirements are met
- Conduct review meetings with clients as per mandates
- Review and respond to clients changing needs and financial circumstances on a proactive basis, through good CRM management
- Subscribe to practice management principles of the business to ensure good business management practices i.e. segmentation, servicing, etc.
- Manage revenue and commissions
- Ability to build relationships across other divisions
- Build the profile of the company, specially at the Stellenbosch branch