| Date | 2024-11-05 |
|---|---|
| Job Title | Wealth Advisor |
| Employer | Network Finance More Information |
| Salary | 0 |
| Category | Retail |
| Location |
Kwazulu Natal / Durban Central |
Job Summary
Are you an experienced wealth professional with a knack for building strong client relationships and a deep understanding of financial planning? We are looking for a skilled Wealth Advisor to join our team, offering high-net-worth clients exceptional wealth and estate planning services. If you`re ready to manage a growing portfolio, deliver comprehensive financial solutions, and support clients in achieving their financial aspirations, we’d love to meet you!
Key
Responsibilities:
- Client Acquisition & Relationship Management: Drive client growth by cultivating internal and external relationships, nurturing a pipeline of potential clients, and ensuring exceptional service for both new and existing clients.
- Wealth & Estate Planning: Develop tailored financial plans focusing on investment strategies, risk management, estate planning, and other areas critical to clients` financial well-being.
- Portfolio Management: Oversee a diverse portfolio of high-net-worth clients, providing proactive, needs-based service as their financial goals evolve.
- Compliance & Mandate Adherence: Ensure all financial advice meets compliance standards and adheres to established mandates.
- Practice Management: Implement effective business management strategies, including client segmentation and structured servicing, to optimize practice growth and efficiency.
- Revenue & Commission Management: Monitor and manage revenue streams and commission earnings to align with business goals.
- Cross-Divisional Collaboration: Forge connections across various divisions to deliver well-rounded financial solutions for clients.
Qualifications:
- Education: Preference for candidates with a Certified Financial Planner (CFP) designation or similar qualifications
- Experience: Minimum 5 years in investment and insurance advisory, with a track record of successful client relationship management
If you are interested in this opportunity, please apply directly. For more finance jobs, please visit Network Finance
Wealth Advisor position available in Kwazulu-Natal, Durban Central. This job position was posted by Network Finance. The job has been posted as a char8000 ad on 2024-11-05 at 01:15:35 in the Retail category
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