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Investment Advisor Specialist

1 week ago

Durban, KwaZulu-Natal, South Africa Hyperiondev Full time

About the Job

This Investment Advisor Specialist role at Hyperiondev offers a unique opportunity to work with clients and help them achieve their financial goals.

Key Responsibilities

  1. Achieve sales targets by identifying opportunities to advise on FirstRand investment and risk products.
  2. Identify new business opportunities that impact the industry and record and forward these leads to the appropriate product house to ensure cross-sell opportunities and strengthen client relationships.
  3. Deliver exceptional financial advice to FNB customers through proactive, innovative, and appropriate solutions.
  4. Manage new clients, personal portfolios, and identify specific needs and goals in respect of financial advice.
  5. Manage existing clients and grow the portfolio through making contact with customers, generating leads, and managing the growth of the active customer account base to increase the client base.
  6. Ensure adherence to relevant processes and compliance with legislative and audit requirements.
  7. Manage high volume and less complex deals.
  8. Keep up to date with own area of expertise to develop and maintain own professional knowledge base in order to provide effective support and advice.

Requirements

  1. Have a relevant degree in finance, accounting, or investment management (industry-related degree or CFP qualification).
  2. Hold RE 5 (must not be under supervision).
  3. Have 3 to 5 years' experience in a similar environment.
  4. Have experience in writing business insurance policies.
  5. Have experience in sales, investment, and risk acumen.
  6. Have experience within the financial services sector.
  7. Are not an unrehabilitated insolvent.

In accordance with the National Credit Act (NCA), candidates applying for this role will require a credit record check.