Financial Services Professional

6 days ago


Sandton, South Africa Investec Full time
Overview

Investec, a dynamic financial institution, is seeking a skilled Financial Services Professional to join our team. As an Associate Financial Adviser, you will play a pivotal role in managing sales targets for Mortgage Protection Cover and providing support to senior advisers.

Job Description

We are looking for an individual who can build and maintain strong relationships with internal and external bankers, ensuring effective service delivery and credibility with clients and Private Bankers. Your key responsibilities will include:

  • Managing sales targets for Mortgage Protection Cover on relevant banking portfolios;
  • Assisting senior advisers in providing financial advice to Investec Private Bank Clients, including conducting annual financial reviews and developing comprehensive financial plans;
  • Building and maintaining close relationships with Private Bankers, who serve as gatekeepers to our clients;
  • Ensuring proper record-keeping of advice and maintaining high standards of professionalism;
Required Skills and Qualifications

To succeed in this role, you will need:

  • A deep understanding of the long-term insurance business and financial markets;
  • Knowledge of and experience with financial planning processes;
  • Excellent interpersonal skills, with a focus on building strong relationships;
  • The ability to organize and prioritize tasks effectively;
  • An entrepreneurial spirit, with the ability to initiate and drive projects forward;
  • Relevant tertiary qualifications or certifications, such as CFP.
Benefits

As a Financial Services Professional at Investec, you can expect:

  • A competitive salary, estimated to be around R500,000 - R700,000 per annum, depending on experience;
  • A dynamic and supportive work environment, with opportunities for growth and development;
  • A comprehensive benefits package, including medical aid, retirement funding, and life insurance;
  • Access to ongoing training and professional development opportunities;
  • A flexible working environment, with opportunities for remote work and flexible hours.


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