Wealth Advisory

Hire Resolve; Durban; On-site; ZAR 300 000 - 600 000; Full time

Job summary

An established industry player is seeking a Wealth Advisor to bridge the gap between clients and financial solutions. In this dynamic role, you'll provide expert financial guidance, helping clients navigate complex financial landscapes. Your responsibilities will include assessing client needs, developing tailored financial strategies, and maintaining relationships to ensure client satisfaction and profitability. With a focus on compliance and market trends, you'll be instrumental in driving financial success for your clients. If you're passionate about finance and have a knack for building relationships, this opportunity is perfect for you!

Qualifications

• 3+ years of experience in financial advising with a strong track record.
• FAIS accredited or RE5 certification required for this role.

Responsibilities

• Provide strategic advice on financial products like investments and insurance.
• Assess clients’ financial needs and develop tailored financial plans.
• Cultivate client relationships and meet sales quotas through networking.

Skills

Communication Skills

Negotiation Skills

Presentation Skills

Analytical Skills

Attention to Detail

Leadership Skills

Education

FAIS Accreditation

RE5 Certification

Tools

Database Systems

PC Knowledge

Job description

We are looking for a Wealth Advisor (Private Banking) to act as an intermediary between our company and customers. You will provide our clients with financial guidance and make recommendations on how to best utilize their money.

The ideal candidate will be able to research the marketplace on available products and services, identify customers’ needs, design financial strategies and close a sale.

Responsibilities

• Provide strategic advice across a variety of financial products and services (debt management, cash management, insurance coverage, investments)
• Assess client’s overall financial picture, understand their needs and develop a solid financial plan
• Guide clients towards a profitable and secure financial decision
• Cultivate client base and build win-win relationships
• Network, generate leads and grab opportunities to sell mutual funds, stocks, bonds etc to meet sales quotas
• Keep abreast of new industry trends and research the market to back up financial consulting
• Oversee the course of the financial plan and update it, if necessary, to ensure profits
• Comply with all industry rules and regulations
• Liaise with providers, solicitors, valuers and other professionals

Requirements

• Strong communication, negotiation and presentation skills
• Ability to analyse market’s financial data and to provide appropriate data-based advice
• Track record of successful financial guidance
• Accuracy, attention to detail and the ability to explain complex information clearly and simply
• Excellent PC knowledge and ability to operate database systems
• FAIS accredited or RE5
• Transactions; Borrowing; Lending; Insuring exp.
• Leadership skills (exp. would be advantageous)
• 3+ years of experience