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Financial Services Professional

3 weeks ago

Cape Town, Western Cape, South Africa Rory Mackie & Associates Full time

At Rory Mackie & Associates, we are seeking a highly skilled Financial Services Professional to join our team. This role will be responsible for providing expert financial advice to High-Net-Worth clients in accordance with FAIS legislation and professional guidelines.

Key Responsibilities :

  • Detailed Analysis of clients' financial affairs, including risk assessment and development of personalized financial plans.
  • Record Keeping and maintenance of accurate client records.
  • Annual Reviews to assess clients' financial progress and adjust plans as needed.
  • Sourcing new clients through Private Bank marketing and referrals from Private Bankers.
  • Relationship Building with Private Bankers to ensure continued access and support.
  • Professional Development through continuous training and education to maintain expertise.

Requirements :

  • Tertiary Qualification in a relevant field.
  • CFP Certification preferred but not required.
  • Experience in a financial advisory position.
  • Proven track record of working with High-Net-Worth clients.

Benefits :

  • Competitive salary package.
  • Ongoing training and development opportunities.
  • Collaborative and dynamic work environment.