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Wealth Manager
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The Recruitment Council Durban, South AfricaAre you a seasoned Wealth Manager with a passion for shaping financial destinies? An exciting opportunity awaits you with a prestigious Bank. Our client has been engaging with experienced Wealth Managers, regarding the possibility of joining their business. · Qualifications and E ...
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Financial Advisor
Found in: Talent ZA C2 - 6 days ago
Crayon Durban, South Africa Full timeTo find out more, click Apply or head on over to Crayon to review the full spec and apply? · How you'll role · In your role as an experienced Wealth Manager, you will effectively plan and manage leads while interacting with potential businesses and professionals in order to achie ...
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Financial Advisor
Found in: Job Placements ZA C2 - 3 days ago
Micah Govender Developments Durban, South AfricaPersonal Finance provides clients in the entry, middle, affluent and self-employed markets in South Africa with a comprehensive range of financial service solutions to facilitate their long term wealth creation, protection and niche financing needs. · Company is looking for exper ...
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Financial Advisors
Found in: Job Placements ZA C2 - 3 days ago
Micah Govender Developments Durban, South AfricaBusiness Description: · Personal Finance provides clients in the entry, middle, affluent and self-employed markets in South Africa with a comprehensive range of financial service solutions to facilitate their long term wealth creation, protection and niche financing needs. · Comp ...
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Financial Advisor
Found in: Job Placements ZA C2 - 5 days ago
Micah Govender Developments Durban, South AfricaJob Description · Business Description: · Personal Finance provides clients in the entry, middle, affluent and self-employed markets in South Africa with a comprehensive range of financial service solutions to facilitate their long term wealth creation, protection and niche finan ...
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Discovery Financial Advisors
Found in: Job Placements ZA C2 - 2 days ago
Micah Govender Developments Durban, South AfricaBusiness Description: · Personal Finance provides clients in the entry, middle, affluent and self-employed markets in South Africa with a comprehensive range of financial service solutions to facilitate their long term wealth creation, protection and niche financing needs. · Comp ...
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Financial Adviser
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Salaried Financial Advisor
Found in: Job Placements ZA C2 - 3 days ago
Micah Govender Developments Durban, South AfricaDepartment & Region: Kwa-Zulu Natal / Gauteng · Company is looking for experienced life and investment financial advisors to be based in its Kwa-Zulu Natal / Gauteng. · Company offers the following: · ü Provision of office space and full infrastructure for financial advisors · ü ...
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Retail Business Consultant
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Retail Development Consultant
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MMI Holdings Ltd KwaZulu-Natal, South Africa PermanentClosing Date2023/03/21Reference NumberMMH Job TitleRetail Development Consultant (Coastal KZN)Position TypePermanentRole FamilySalesClusterMomentum Distribution ServicesRemote OpportunitySome of the timeLocation - CountrySouth AfricaLocation - ProvinceKwaZulu-NatalLocation - Town ...
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Retail Development Consultant
Found in: Talent ZA C2 - 6 days ago
MMI Holdings Ltd Durban South, South Africa PermanentClosing Date2023/03/20Reference NumberMMH Job TitleRetail Development Consultant (Durban)Position TypePermanentRole FamilySalesClusterMomentum Distribution ServicesRemote OpportunityNone of the timeLocation - CountrySouth AfricaLocation - ProvinceKwaZulu-NatalLocation - Town / Ci ...
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Regional Sales Manager: KZN
Found in: Talent ZA C2 - 3 days ago
Status Asset Management Durban, South Africa Full timePosition: Regional Manager · Location: KZN · Do you love being out and about, meeting new people? Do you want to write your own cheque on a monthly basis? Are you fantastic at coaching and leading your team to success? Are you hungry for Sales and willing to go the extra mile to ...
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Broker Support Agent
Found in: beBee S2 ZA - 4 days ago
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Paraplanner
Found in: Talent ZA 2A C2 - 2 days ago
Headhunters Hillcrest, South AfricaRequirements:4-5 years in the financial services industry. · Relevant tertiary education or courses. · Exposure to financial planning. · Understanding of FAIS and FICA legislation · Financial planning fundamentals and product knowledge. · Computer skills: Microsoft Office (Excel, ...
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2IC/Senior Sales Representative
Found in: Talent ZA 2A C2 - 5 hours ago
Fouche & Co Recruitment Hillcrest, South AfricaBring your wealth of experience, strategic mindset, and infectious energy to contribute to the growth of our business. No specific tyre fitment industry experience is required; we're seeking a results-driven leader with a proven track record in sales and a knack for building high ...
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Financial Planning Partner Assistant
Found in: Talent ZA 2A C2 - 3 days ago
Headhunters Hillcrest, South AfricaRequirements:2-3 years in the financial services industry required. · Relevant tertiary education or courses. · Financial Services Industry. · Understanding of FAIS and FICA legislation. · Computer skills: Microsoft Office (Excel, Word, Outlook essential); SharePoint. · Experienc ...
Wealth Manager - Durban, South Africa - The Recruitment Council
Description
PRINCIPLE ACCOUNTABILITIES
1. New Business Development and Marketing
o Devise medium-term investment strategy to meet the growth of assets under management within a timeframe of 6 to 18 months.
o Identify, develop and source new relationships with investment clients through personal and client referrals, internal networks and fostering greater collaboration within the group.
o Building a network and suitable business within the professional and retirement market
o Represent Wealth Advisory investment philosophy/views to colleagues, clients and prospects in person, or by written commentaries.
2. Client service - Manage and Grow Existing Client Relationships
o Maintain the highest levels of service and delivery to existing clients at all times, ensuring that all teams support within the company work together to deliver client experience as well.
3. Investment Management
o Understand investment trends prevalent at any time and affecting client portfolios.
o Monitor asset allocation on annual basis relative to policy and goals, evaluate need to rebalance, particularly for the Regulation 28 compliance for retirement investments.
o Effectively communicate any client feedback regarding investment performance, and suggestions from such clients.
4. Risk Management / Compliance
o Ensure compliance in terms of advice being proved to clients ensuring governance in line with FAIS and FSB requirements.
5. Product Understanding
o Understand and take continuous learning on products
o Ensure CPD points are updated annually through attending product training
SPECIFICATIONS
Qualifications
Postgraduate Diploma in Financial Planning - Advantageous
RE5 - Essential
Knowledge and skills
3 years experience and track record in high- performance sales environments
Knowledge of best practices in financial planning and financial advisory services
Knowledge and understanding of financial planning through meaningful client engagements
Extensive knowledge of GEPF and its processes
Extensive knowledge of the Pension Funds Act
Extensive knowledge of investment products
Extensive knowledge of the Six-Step Financial Planning Process
Behaviours
High levels of professionalism
A passion for the financial planning environment
Interpersonal and collaborative
Flexible with ability to manage any changes
High attention to detail
Attributes/ Attitudes
Ability to work independently
Ability to work in a target focused environment
Deadline driven
Team player
EXPERIENCE
3 -5 years minimum experience in the Financial Services industry in a Sales role within the risk and investment spaces
3 years experience and track record in high-performance sales environments