Overview
Wealth Advisory Jobs in Durban, South Africa at Hire Resolve
Overview
We are looking for a Wealth Advisor (Private Banking) to act as an intermediary between our company and customers. You will provide our clients with financial guidance and make recommendations on how to best utilize their money.
The ideal candidate will be able to research the marketplace on available products and services, identify customers’ needs, design financial strategies and close a sale.
Responsibilities
Provide strategic advice across a variety of financial products and services (debt management, cash management, insurance coverage, investments)
Assess client’s overall financial picture, understand their needs and develop a solid financial plan
Guide clients towards a profitable and secure financial decision
Cultivate client base and build win-win relationships
Network, generate leads and grab opportunities to sell mutual funds, stocks, bonds etc to meet sales quotas
Keep abreast of new industry trends and research the market to back up financial consulting
Oversee the course of the financial plan and update it, if necessary, to ensure profits
Comply with all industry rules and regulations
Liaise with providers, solicitors, valuers and other professionals
Requirements
Strong communication, negotiation and presentation skills
Ability to analyse market’s financial data and to provide appropriate data-based advice
Track record of successful financial guidance
Accuracy, attention to detail and the ability to explain complex information clearly and simply
Excellent PC knowledge and ability to operate database systems
Honours degree in Finance
FAIS accredited or RE5
Customer Profiling experience
Transactions;
Borrowing;
Lending;
Insuring exp.
Leadership skills (exp. would be advantageous)
3+ years of experience
Hire Resolve is a top-tier recruitment firm that focuses on placing skilled professionals in permanent employment.
Hire Resolve focuses on working with senior-level executives and we pride ourselves on delivering excellent service to our candidates and clients.
Salary: negotiable.
Our client is offering a highly competitive salary for this role based on experience.
Full Time
Company Social
Title: Wealth Advisory
Company: Hire Resolve
Location: Durban, South Africa
Category: Finance & Banking (Financial Consultant)
