Wealth Advisor

3 weeks ago

Durban, South Africa RPO Recruitment Full time

We are seeking a Wealth Advisor (Private Banking) to act as an intermediary between our company and our customers. You will provide financial advice to our clients and make recommendations on how to best use their money.

**Responsibilities**:

- Assess client’s overall financial picture, understand their needs and develop a solid financial plan
- Oversee the course of the financial plan and update it, if necessary, to ensure profits
- Guide clients towards a profitable and secure financial decision
- Liaise with providers, solicitors, valuers and other professionals
- Cultivate client base and build win-win relationships
- Network, generate leads and grab opportunities to sell mutual funds, stocks, bonds etc to meet sales quotas
- Keep abreast of new industry trends and research the market to back up financial consulting
- Comply with all industry rules and regulations
- Provide strategic advice across a variety of financial products and services (debt management, cash management, insurance coverage, investments)

**Requirements**:

- 3+ years of experience
- Honours degree in Finance
- FAIS accredited or RE5
- Customer Profiling experience
- Transactions; Borrowing; Lending; Insuring exp.
- Leadership skills (exp. would be advantageous)

**Benefits**:
We focus on helping you reach your personal and professional goals by connecting you to your perfect career path.

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