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Wealth Planning Advisor
7 days ago
Sanlam Limited is a leading provider of financial services in South Africa, dedicated to helping individuals and businesses achieve their financial goals. Our experienced team of professionals offers a range of products and services designed to meet the unique needs of each client.
We are seeking a skilled Wealth Planning Advisor to join our team. This individual will be responsible for providing expert advice and guidance to clients on wealth creation, preservation, and transfer. They will work closely with clients to understand their financial objectives, develop personalized plans, and implement tailored solutions to achieve those goals.
The key responsibilities include:
- Providing comprehensive financial planning and advice to clients
- Conducting thorough financial needs analyses to identify opportunities for growth and wealth creation
- Developing and implementing customized investment strategies to meet client objectives
The ideal candidate will possess strong analytical and problem-solving skills, as well as excellent communication and interpersonal skills. Experience in the financial services industry and knowledge of financial planning principles are highly desirable.
Personal Attributes- Communicates effectively - Contributing independently
- Tech savvy - Contributing independently
- Action orientated - Contributing independently
- Interpersonal savvy - Contributing independently
- Persuades - Contributing independently
