Strategic Wealth Advisor
3 weeks ago
Description
We are seeking a highly motivated and experienced Strategic Wealth Advisor to join our dynamic team. As a leading financial institution, we are committed to delivering exceptional service and tailored solutions to our clients. In this role, you will play a pivotal part in expanding our client base by identifying and acquiring new clients and providing a unique investor experience with local and global investment solutions.
The Result
• Leverage personal drive, leadership, and network building skills to build a book of clients and deliver client-specific investment solutions.
• Our deep client relationships, built on trust and exceptional service, are the bedrock of our business. By demonstrating unwavering integrity, interpersonal skills, and meticulous planning, we can support and guide our clients' investment journey.
• Our business requires creative, talented individuals with passion, energy, and stamina, who collaborate unselfishly.
• You will be responsible for educating your clients on the technology and platforms available to them to better monitor and maintain their investments.
• Compliance oriented and provide timely feedback and investment reviews for your book of clients.
• Commitment to teamwork and positive influence by contributing to your team members' success and the goals of the broader team, while fostering a culture of diversity and inclusion.
Experience, Skill, and Capability
• Relevant tertiary qualification
• Strong understanding of financial markets and the investment industry
• 6+ years of relevant experience in Financial Services
• Strong analytical skills
• Demonstrate a proactive and self-starting approach to work
• Proficient in MS Office, especially PowerPoint and Excel
• Knowledge of Bloomberg/I-Net advantageous
• Client service-oriented and entrenched network in KZN Inland
• A demonstrated track record in client acquisition is required
Investec Culture
At Investec, we look for dynamic, energetic individuals with tenacity, integrity, and out-of-the-ordinary thinking.
We value individuals who in turn value our can-do attitude while challenging convention.
Diversity, competency, and flexible leadership are respected in pursuit of our business growth.
We are committed to diversity and inclusion when recruiting internally and externally.
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