Senior Financial Advisor

2 weeks ago


Pretoria, Gauteng, South Africa Rory Mackie & Associates Full time
Job Title: Senior Financial Advisor

At Rory Mackie & Associates, we are seeking a highly skilled and experienced Senior Financial Advisor to join our team. As a Senior Financial Advisor, you will be responsible for providing expert financial advice to our high-net-worth clients, helping them achieve their financial goals and objectives.

Key Responsibilities:
  • Conduct thorough financial analyses of clients' affairs, developing tailored financial plans and recommending suitable investment products.
  • Build and maintain strong relationships with clients, providing exceptional customer service and ensuring their ongoing financial well-being.
  • Collaborate with our Private Bankers to source new business opportunities and expand our client base.
  • Stay up-to-date with industry developments, regulatory changes, and market trends, ensuring our clients receive the best possible advice.
  • Develop and implement effective sales and marketing strategies to promote our clients' products and services.
Requirements:
  • Relevant tertiary qualification and professional certifications, such as RE5 and CFP.
  • Proven experience in a financial advisory role, with a strong track record of success.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
  • Strong analytical and problem-solving skills, with the ability to think critically and make informed decisions.
What We Offer:
  • A competitive salary and benefits package.
  • Opportunities for professional growth and development.
  • A dynamic and supportive work environment.
  • The chance to work with a leading Private Bank and Wealth Manager.


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