Wealth Financial Planner
Durban, KwaZulu-Natal, ZA
3d ago
source : Work-Force
  • The Role :
  • Service all existing clients that form part of an allocated Wealth Specialist’s team that they work for.
  • Provide first class service to all clients and as such increase the company’s market share in the area of, Assets Under Management.
  • Build a trusting relationship with the private wealth clients, fostering confidence and goodwill, thereby understanding and meeting their needs with the products and services on offer.
  • Conduct client reviews with clients to assess their situation, assessing their current needs and making recommendations where possible.
  • Responsible for the attainment of an Assets Under Management (AUM) target each month as part of the Wealth Specialist’s team and are actively incentivized in this regard.
  • Requirements :

  • FSCA recognized qualification to be a Representative on a CAT I FSP.
  • CFP would be advantageous.
  • Written and passed the Representative (RE5) Exam.
  • Has been a Representative on an FSP(s) license for the requisite periods of time and has fulfilled the Product Specific Training (PST), Class of Business (COB) and Continuous Professional Development (CPD) requirements.
  • 10+ years of experience in financial services with emphasis and exposure to investments, with experience in sales and HNW client servicing, conducting full needs analysis, financial planning, and estates planning.
  • Valid driver’s license.
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