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Durban: Wealth Advisory posted by Hire Resolve

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Job Description

About the Role

We are seeking a skilled and experienced Wealth Advisor to join our team at Hire Resolve. As an intermediary between our company and customers, you will provide financial guidance and make recommendations on how to best utilize their money. With a strong passion for delivering exceptional customer service, you will be instrumental in building long-term relationships with our clients.

Key Responsibilities

  • Provide strategic advice across a variety of financial products and services (debt management, cash management, insurance coverage, investments)
  • Assess clients’ 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 markets’ financial data and 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 expertise
  • Leadership skills (experience would be advantageous)
  • 3+ years of experience

Qualifications

  • Completed Honours degree in Finance
  • FAIS accredited or RE5 certification
  • Relevant customer profiling experience

Salary & Benefits

Salary: negotiable. Our client is offering a highly competitive salary for this role based on experience.

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How to Apply

Click the green “Go Apply” button below to apply directly online with the employer.

About Other Finance/Accounting Jobs in Kwazulu-Natal

In Kwazulu-Natal, South Africa, the finance and accounting profession is a vital component of various industries, contributing to the country’s economic growth and stability. Typically, job seekers in this field can expect to find opportunities across a range of sectors, including financial services, technology, manufacturing, and more.

Generally speaking, salaries for finance and accounting professionals in Kwazulu-Natal vary widely depending on factors such as level of experience, company size, industry sector, and specific role requirements. Typically, junior positions in this field may command salary ranges between R400 000 to R700 000 per annum, while senior roles can fetch salaries between R1 million to R3 million per annum or more. However, it’s essential to note that these are broad estimates and actual salaries can vary significantly based on individual circumstances.

Common skills for finance and accounting professionals in Kwazulu-Natal include proficiency in financial software such as SAP, Oracle, or Microsoft Dynamics, as well as strong analytical and problem-solving skills. Typically, candidates with a degree in finance, accounting, or related fields, as well as certifications like the CFA or CA (South Africa) designation, are highly sought after. Other essential skills often include excellent communication and leadership abilities, as well as the capacity to adapt to changing business environments.

Various industries commonly employ finance and accounting professionals, including the financial services sector, technology industry, manufacturing sector, and more. The financial services sector is particularly prominent in Kwazulu-Natal, with many banks, insurance companies, and other financial institutions operating in the province. Technology companies are also increasingly looking for skilled finance professionals to manage their finances and operations.

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Career development opportunities for finance and accounting professionals in Kwazulu-Natal are numerous. Typically, senior roles may involve managing teams of junior accountants or financial analysts, while more experienced professionals can move into leadership positions such as Chief Financial Officer (CFO) or Director of Finance. Others may choose to specialize in areas like forensic accounting, tax consulting, or risk management, offering a range of career progression paths and opportunities for advancement.


This information provides general career guidance. Actual salaries and requirements vary by employer.



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