Wealth Management Specialist

2 days ago


Bloemfontein, Orange Free State, South Africa Origin Financial Group Full time
Job Title: Wealth Advisor

We are seeking a highly skilled and experienced Wealth Advisor to join our team at Origin Financial Group. As a Wealth Advisor, you will be responsible for providing expert financial advice and guidance to our clients, helping them achieve their financial goals and objectives.

Key Responsibilities:
  • Develop and maintain relationships with clients to understand their financial needs and goals.
  • Provide personalized financial advice and guidance to clients, including investment planning, wealth management, and retirement planning.
  • Conduct financial needs analysis and create customized financial plans for clients.
  • Stay up-to-date with market trends and regulatory changes to ensure clients receive the best possible advice.
  • Collaborate with other financial professionals to provide comprehensive financial solutions to clients.
Requirements:
  • 3-5 years of experience in financial services, with a focus on wealth management and financial planning.
  • Strong knowledge of financial planning principles, investment strategies, and regulatory requirements.
  • Excellent communication and interpersonal skills, with the ability to work effectively with clients and colleagues.
  • Ability to maintain and develop relationships with clients, and communicate complex financial information in a clear and concise manner.
  • Registration with the Financial Sector Conduct Authority (FSCA) as a representative of a financial services provider.
Benefits:
  • Competitive remuneration package with company benefits.
  • Opportunity to work in a fast-paced and dynamic environment with a leading financial services provider.
  • Employee recognition initiatives and opportunities for professional growth and development.


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