Wealth Advisory

Hire Resolve; Durban; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A financial services firm in Durban is seeking a Wealth Advisor (Private Banking) to provide clients with financial guidance. The ideal candidate has an Honours degree in Finance and 3+ years of experience, alongside strong communication and analytical skills. This full-time position involves strategizing financial plans and building client relationships. A competitive salary is negotiable.

Qualifications

• 3+ years of experience in financial advisory.
• FAIS accredited or RE5 qualification is required.
• Customer profiling experience is a plus.

Responsibilities

• Provide strategic advice on financial products and services.
• Assess clients' financial needs and create plans.
• Guide clients to profitable financial decisions.
• Network and generate leads for sales.

Skills

Strong communication skills

Negotiation skills

Presentation skills

Analytical skills

Leadership skills

Education

Honours degree in Finance

Tools

Database systems

Job description

Overview

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
• Honours degree in Finance
• FAIS accredited or RE5
• Customer Profiling experience
• Transactions; Borrowing; Lending; Insuring exp.
• Leadership skills (exp. would be advantageous)
• 3+ years of experience

Salary: negotiable.

Full Time