Description:
We are seeking an experienced and knowledgeable Wealth Management Adviser to join our team. As a Wealth Management Adviser, you will work closely with clients to provide financial planning and investment advice to help them achieve their financial goals. You will use your expertise in wealth management strategies, investment analysis, and risk management to develop customized financial plans for clients.
Responsibilities:
- Develop and implement customized financial plans based on client's goals and risk profiles.
- Conduct comprehensive financial analysis, including cash flow projection, retirement planning, and investment analysis.
- Monitor and evaluate clients' investment portfolios and provide timely recommendations for adjustments.
- Collaborate with internal teams, such as estate planning and tax professionals, to provide holistic wealth management solutions.
- Stay updated on market trends, investment products, and regulatory changes to provide informed advice.
- Build and maintain strong relationships with clients through regular communication and personalized service.
- Provide financial education and guidance to clients to help them make informed decisions.
Requirements:
- Develop and implement customized financial plans based on client's goals and risk profiles.
- Conduct comprehensive financial analysis, including cash flow projection, retirement planning, and investment analysis.
- Monitor and evaluate clients' investment portfolios and provide timely recommendations for adjustments.
- Collaborate with internal teams, such as estate planning and tax professionals, to provide holistic wealth management solutions.
- Stay updated on market trends, investment products, and regulatory changes to provide informed advice.
- Build and maintain strong relationships with clients through regular communication and personalized service.
- Provide financial education and guidance to clients to help them make informed decisions.
- Customer Services: 2 to 3 years
- Sales: 2 to 3 years
- Financial Advice: 1 year or less
Minimum Requirements:
National Senior Certificate (Grade 12).
Reliable Laptop.
Minimum of 2 years of Sales/Customer Service experience.
Valid driver's license.
Clear criminal and credit record.
Excellent communication skills & networking skills.
Desired Requirements:
Diploma/Degree advantageous - Please note that your qualification must be recognized by the Financial Services Authority.
RE5, Wealth Management, and a Certificate in Banking are an advantage.
FAIS compliant.