Hiring A Financial Advisor For Our Client (Oasis Group Holdings) In Cape Town Market Related

These jobs were popular with other job seekersExcellent opportunity for a Financial Advisor to join a diversified wealth management company focused on delivering real value to its investors over the long term!The core function of the successful candidate will be to manage and grow their portfolio of clients while providing financial planning advice.Duties & ResponsibilitiesTo generate leads, set up appointments, meet clients and close the deal.To prepare and present a recommendation or solution to the client, implement, review and monitor on an ongoing basis.To obtain all necessary documentation (FICA documentation).To ensure all associated administration is completed in an effective manner to meet the group's compliance and regulatory requirements.To assist with ad hoc marketing drives in your region.To effectively service your clients that may be in other centers limited travelling may be requiredFlexibility is required as clients from time to time request consultations outside of normal office hours.Analysis to provide ideas for new product development.Updating Profidar Report on daily bases.Submitting daily travel reportsSubmitting demographic report of client.Desired Experience & QualificationBachelor's degree in Finance, Accounting, Business, or a related field2+ years experience in the financial services industryHave an understanding of Collective Investment Schemes, Retail Retirement Fund Industry and Wealth Management.History of building strong relationships.Excellent knowledge of financial planning principles and investment strategiesCFP or diploma in Financial Planning advantageousStrong communication and interpersonal skills to collaborate effectively with clientsPassionate about providing the best financial services and advice to clientsEffective problem-solving skills, with the ability to identify issues and provide solutionsAbility to maintain and develop relationships with clients, and communicate complex financial information in a clear and concise mannerAdhering to CPD RequirementPackage & RemunerationFixed remuneration package (not commission based)Interested?Salman Careerline46 Upper Primrose avenue7708 BishopscourtThese jobs were popular with other job seekers#J-18808-Ljbffr