A financial services advisory group is looking for a full-time Wealth Advisor to work in their Wealth Department.
DUTIES & RESPONSIBILITIES, NOT LIMITED TO:
- Develop new business and maintain existing business
- Build relationships with clients
- Retain existing clients and generate business from them by reviewing existing portfolios
- Meet with new clients to perform a full financial needs analysis, uncovering areas of need to generate new business
- Generate new business by referrals and “cross-selling” for the different entities within the organisation, i.e. Trust, Wills, Tax and Accounting, Short-term insurance and Health
- Oversee and manage quotations, policy activations, amendments and claims
- Prepare and present proposals to potential clients
- Closing of leads
- Perform annual review/renewal for all existing clients
- Attend to client requests in a timely manner
- Develop and maintain relationships with key account clients
- Develop and maintain excellent relationships with the markets/product providers
- Manage and maintain new and existing clients' relationships through a client SLA
- Understand and remain current on changes in client’s situations/needs (short- and long-term financial objectives, risk tolerance)
- Inform clients of changes to their portfolio and/or market trends that may affect the client’s financial objectives
- Travel within South Africa and neighbouring countries when required
- Develop individual business plan
- Achieve sales targets by acquiring profitable new business
- Monthly business reporting
- Adhere to compliance, operational procedures and practice management standards
- Responsible for maintaining and improving knowledge of various products as well as staying abreast of industry and regulatory changes
- Responsible for adherence with continuous professional development requirements in line with qualification
REQUIREMENTS
- Workpool & Google Docs Knowledge
- 3 - 5 years' experience
- Industry related Qualification
- Registered as Representative of related FSP
- FAIS legislature requirements, which include, but not limited to:
- RE1 and RE5
- Responsible to meet the CPD requirements
- Continue to meet all Fit and Proper requirements as per the latest legislation
- This role requires frequent business travel
Job Type: Full-time
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