Financial Advisor - Durban - Palesa Mbali Group

    Palesa Mbali Group
    Palesa Mbali Group Durban

    19 hours ago

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    Description

    Job Description: Financial Advisor – Relationship Banking

    Position Overview: We are seeking an experienced and dynamic Financial Advisor to join our clients Relationship Banking team. The ideal candidate will have a strong background in investments, life products, and estate & trust products, coupled with exceptional relationship management skills. This role is pivotal in delivering personalized financial advice and solutions to clients, fostering long-term partnerships, and contributing to the growth of our banking portfolio.

    Key Responsibilities:

    1. Client Relationship Management:
      • Build and maintain strong, trusted relationships with clients by understanding their unique financial needs and goals.
      • Serve as the primary point of contact for high-net-worth and affluent clients, ensuring exceptional service.
    2. Financial Planning and Advisory:
      • Provide comprehensive financial planning services, including investment management, retirement planning, and estate planning.
      • Analyse client portfolios and recommend tailored financial solutions across investment, life insurance, and trust products.
      • Stay updated on market trends to provide informed investment advice.
    3. Product Expertise and Sales:
      • Demonstrate deep knowledge of investment products, life insurance, and estate & trust offerings to address diverse client needs.
      • Identify cross-selling and upselling opportunities within the product suite to optimize client portfolios.
      • Collaborate with product specialists to customize solutions for clients.
    4. Compliance and Risk Management:
      • Ensure adherence to all regulatory and compliance standards in financial advisory activities.
      • Maintain accurate documentation and reports for client transactions and interactions.
    5. Team Collaboration:
      • Partner with internal teams, including wealth management, legal, and operations, to deliver seamless client experiences.
      • Mentor junior advisors and contribute to team development.

    Qualifications and Skills:

    1. Educational Background:
      • Bachelor's degree in Finance, Economics, Business Administration, or a related field (Required)
      • RE 5 Completed (Required)
      • Preferable CFP Qualification.
      • NQF6 (FSB approved qualification).
      • 120 Credits.
    2. Experience:
      • Minimum of 3-5 years of experience in financial advising, continuous industry experience
      • Proof of minimum annual commission earnings of +/- R50 000 per month.
      • FSP license from previous employer.
    3. Technical Skills:
      • Strong knowledge of investment strategies, life insurance products, and estate & trust planning.
      • Proficiency in financial planning software and CRM tools.
    4. Soft Skills:
      • Excellent communication and interpersonal skills to engage and influence clients.
      • High ethical standards, with a client-first mindset.
      • Strong analytical and problem-solving abilities.
      • Preference to candidates who do not have to work under supervision with relevant years' experience they should be able to work independently.

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