Overview:
Our client, a leading Private Bank and Wealth Manager catering specifically for High-Net-Worth clients, is seeking to appoint a Senior Financial Advisor. This position will be responsible for providing financial advice on both life risk and investments products to Private Bank clients in accordance with FAIS legislation and according to professional financial advice guidelines.
Responsibilities:
- Conducting analysis of the client’s financial affairs (including a Risk inventory), developing a financial plan (Six Step Financial Planning Process) and selling our client's investments products directly to the clients should this be recommended in the financial plan
- Ensure that proper record keeping of advice is maintained
- Perform Annual Financial Reviews with clients
- Clients will be sourced through Private Bank Marketing or by referrals from the Private Bankers directly
- Build and maintain close relationships with Private Bankers and keep them informed in all activities with clients to ensure continued access and support
- Ensure credibility with clients and Private Bankers through professionalism and demonstration of expertise
- Assist with the sales and marketing of our client's product range with other distribution or service channels
- Assist the Client Services Centre should phone in clients require advice or more technical (product and advice) support
- Assist regional Private Bank management with marketing and sales plans
- Always operate within the Private Bank business strategies and our client's brand guidelines
- Develop and manage own sales plan and sales pipeline
- Extensive regional travel is required
Requirements:
- Relevant tertiary qualification and CFP would be preferred
- RE 5
- Eight years’ experience in financial services in financial advice
Core competencies:
- Understanding of long-term insurance business and markets
- Knowledge and understanding of the relevant income tax and estate duty legislation
- Sound experience with financial planning processes
- Ensure that the core financial planning competencies are maintained through continuous training and development
- 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
