Investment/ Financial Planner - Stellenbosch, South Africa - HRnMORE

HRnMORE
HRnMORE
Verified Company
Stellenbosch, South Africa

1 week ago

Thabo Mthembu

Posted by:

Thabo Mthembu

beBee Recruiter
Description
Servicing of existing clients with single and multiple investments

  • Facetoface (meetings) annual or biannual reviews with clients
  • Identify a client's investment needs, risk tolerance and profile, other investments (and other assets), personal circumstances, income requirements, investment time horizon etc.
  • Make a recommendation 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
  • Provide ongoing financial planning advice to clients as and when clients contact us
  • Resolve client concerns, queries and/or complaints
  • Source new business from existing clients and achieve the prescribed new business targets
  • To run cash flow projections and fee comparisons

Applicants should meet the following Requirements**:

  • Matric or equivalent
  • Tertiary qualification, i.e. Bcom (majors in Financial Management, Financial Planning or Investments)
  • CFP licensee (member of the FPI)
  • Minimum 2 years financial planning or related experience
  • Experience and proven track record of dealing and interacting with clients

Competencies:


  • Excellent verbal and written communication skills.
  • Articulate presentation and professionalism is imperative
  • High level of client service orientation
  • Attention to detail/accuracy
  • Organised and assertive
  • Time management skills
  • Proactive uses initiative (Selfstarter able to selfmotivate)
  • Ability to work independently and under pressure
  • Strong work ethic
  • Have empathy and be able to listen to clients
  • Team player
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