Financial Advisor

1 week ago


Durban, KwaZulu-Natal, South Africa Rory Mackie & Associates Full time
Job Title: Senior Financial Advisor

Our client, a leading Private Bank and Wealth Manager, is seeking a Senior Financial Advisor to provide financial advice to High-Net-Worth clients. The ideal candidate will have a strong understanding of financial planning processes and be able to develop and maintain close relationships with clients.

Key Responsibilities:
  • Conduct financial analysis and develop financial plans for clients
  • Provide financial advice on life risk and investments products
  • Ensure proper record keeping of advice
  • Perform annual financial reviews with clients
  • Source clients through Private Bank marketing or referrals
  • Build and maintain relationships with Private Bankers
  • Assist with sales and marketing of product range
  • Assist Client Services Centre with technical support
  • Develop and manage own sales plan and sales pipeline
Requirements:
  • Relevant tertiary qualification and CFP preferred
  • 8 years' experience in financial services in financial advice
  • RE 5
Core Competencies:
  • Understanding of long-term insurance business and markets
  • Knowledge and understanding of relevant income tax and estate duty legislation
  • Sound experience with financial planning processes
  • Client service orientated
  • Excellent interpersonal skills
  • Relationship building and networking
  • Ability to organise and prioritise
  • Ability to work under pressure
  • Team player
  • Must have initiative and be tenacious
  • Ability to close a deal/sale


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