Financial Advisor – Relationship Banking
Posted on 2025-01-28
Job Summary
Responsibilities:
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. 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. 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. 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. 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: 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. 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. Technical Skills: Strong knowledge of investment strategies, life insurance products, and estate & trust planning. Proficiency in financial planning software and CRM tools. 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.
Financial Advisor – Relationship Banking position available in eThekwini, Durban. This job position was posted by . The job has been posted on 2025-01-28 in the Accounting Finance category
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