Financial Advisor Leader

17 hours ago


Durban, KwaZulu-Natal, South Africa The Recruitment Council Full time
Job Title: Financial Advisor Leader

The Recruitment Council seeks a skilled Financial Advisor Leader to join their team. As a key member of the organization, you will be responsible for managing and growing a portfolio of high-net-worth clients. Your comprehensive wealth planning skills, strong client relationship management, and ability to drive financial planning practice within the business will be highly valued.

Key Responsibilities:
  • Develop tailored wealth plans that cater to investments, risk, business, and fiduciary matters.
  • Acquire and manage a portfolio of high-net-worth clients through effective relationship-building and proactive management.
  • Conduct regular client reviews to ensure alignment with evolving financial needs.
  • Maintain compliance with regulatory requirements.
  • Collaborate across business divisions to enhance client services.
  • Manage practice operations to ensure business efficiency and client satisfaction.

Qualifications:
  • Matriculation (CFP designation preferred).

Experience:
  • At least 3 years in investment and insurance sectors.

Estimated Salary: $120,000 - $180,000 per annum,

Skill Requirements:
  • Strong investment and product knowledge
  • Excellent communication and time management
  • Ability to manage a financial practice within a larger business
  • Resourceful, client-focused, and highly proactive
  • Familiar with regulatory and compliance requirements
  • Strong analytical skills and FUA management track record


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