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Consulting Financial Advisor

2 weeks ago

Polokwane, Limpopo, South Africa Old Mutual Full time

About the Position

As a Consulting Financial Advisor, you will work closely with clients to understand their financial goals and develop personalized plans to achieve them.

Main Accountabilities
  1. Financial Planning: Create comprehensive financial plans for clients.
  2. Portfolio Management: Manage client portfolios to meet their investment objectives.
  3. Risk Assessment: Conduct risk assessments to identify potential threats to client investments.
  4. Performance Monitoring: Regularly monitor client portfolio performance and adjust as needed.
  5. Regulatory Compliance: Ensure all financial planning and portfolio management activities comply with relevant regulations.
  6. Client Education: Educate clients on financial planning and portfolio management concepts.
  7. Reporting: Provide regular reports to clients on portfolio performance and progress towards goals.