Financial Advisor | Retirement And High Net Worth Clients

Main Responsibilities: Attending client meetings Protect, secure and grow clients' wealth by providing independent, expert offshore financial advice, retirement planning, estate planning and tax planning Assessing client needs by conducting in-depth financial needs analysis Executing highly customized solutions to meet client's financial needs Regular servicing of clients Sourcing prospective clients and referrals Meeting activity and sales targets Reviewing and responding to clients' changing needs and financial circumstances Character & Personality Traits for this Role: Confident Knowledgeable Professional individuals who possess a high level of communication Resilient Undeniable work ethic High level of professionalism and confidentiality Self-managed Technical Skills: Advanced communication (English business language) Analytical thinking Achievement orientation Enterprising potential Numeracy skills Adaptability Stress tolerance Qualifications Required For Role: Grade 12 (Matric) Wealth Management or equivalent qualification (min 120 credits NQF 8) Certified Financial Planner (CFP) 3 - 5 years of wealth management experience Understanding of the financial planning process High level of technical knowledge Excellent computer skills Information gathering and monitoring Able to relate and interact with all levels of clients and advisors Attention to detail & Analytical Excellent organizational & Time management skills Goal & Achievement Orientated High stress tolerance
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