Working hand in hand with the Executive Wealth Manager to provide holistic financial advice to current and potential client base by carrying out the reviews and client engagement to those clients allocated within the wealth manager practice.
Required
• Tertiary qualification, i.e. B Com (majors in Financial Management or Financial Planning or Investments)
• Regulatory Examination 5 (Representative)
• CFP accredited
• Fit and Proper as per FAIS
• 5+ years’ experience in a financial advisory role
• Financial planning
• Client engagement
• Presentation Skills
• Sales skills
• Time management
• Computer literacy (Advanced Excel)
What you will do
• Servicing of existing clients with single and multiple investments
• Face-to-face meetings, annual or bi-annual reviews with clients
• Identify a client’s investment needs, risk tolerance and profile, other
investments (and other assets), personal circumstances, income
requirements
• Make recommendations based on the risk questionnaire and subsequent discussions
• Provide the client with information on the performance of the various investment portfolios available
• Educate the clients with regards to basic investment principles, i.e. risk versus reward, market sentiment, trends, performance (offshore and local), benchmarks etc.
investment philosophy and house views
• Provide ongoing financial planning advice to clients
• Resolve client concerns, queries and/or complaints
• Source new business from existing clients and prospective clients
