Financial Services Expert
7 days ago
The successful candidate will be responsible for developing new business and maintaining existing business relationships with clients.
Key Responsibilities Include:
- Building and maintaining relationships with clients to increase loyalty and generate new business opportunities.
- Developing and maintaining comprehensive financial plans for clients, taking into account their short- and long-term financial objectives.
- Generating new business through referrals and cross-selling of the organization's services.
Requirements
- 3-5 years experience as a Wealth Advisor or similar position.
- Knowledge of Workpool and Google Docs.
- Industry-related qualification.
- Registered as a Representative of a related FSP.
- FAIS legislature requirements, including RE1 and RE5.
- Responsible for meeting CPD requirements.
Additional Requirements
- Regular travel within South Africa and neighboring countries.
- Ability to maintain and improve knowledge of various products and stay up-to-date with industry and regulatory changes.
- Responsible for adherence to compliance, operational procedures, and practice management standards.
Perfect Placement Recruitment
This role requires a detail-oriented and organized individual with excellent communication and interpersonal skills.
The ideal candidate will have a strong understanding of the financial services industry and be able to maintain and improve their knowledge of various products.
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