Johannesburg: Advisory Partner

Date	2024-11-02
Job Title	Advisory Partner
Employer	More Information
Salary	Market Related
Category	Accounting Finance
Location	Gauteng / Johannesburg

Job Summary

Job Title: Advisory Partner Purpose of the Role: The Advisory Partner is responsible for taking the organization`s service and product offerings to market while engaging with prospective and existing clients. This role requires a proactive approach to business development and a commitment to delivering exceptional financial solutions. Reporting Line: Reports to the Regional Head: Advisory Partner. Key Relationships: Collaborates with internal teams, portfolio managers, and investment companies. Engages with external clients, leads, and regulatory bodies. Qualifications: Postgraduate Diploma in Financial Planning (CFP). Relevant B.Com degree, CA, or LLB. Completion of regulatory exams and Class of Business courses. Experience: Minimum of 5 years in an investment and planning environment. Competencies: Strong aptitude for figures and financial analysis. Excellent influencing and interpersonal skills. Conceptual thinking and effective stress management. Adaptability and flexibility in a dynamic environment. Strong presentation skills and emotional intelligence (EQ). Ability to mentor and teach junior staff. Knowledge: In-depth knowledge of financial markets and investment products. Thorough understanding of the global economy and investment strategies. Strong technical knowledge in tax, estate planning, retirement planning, forex, and interest rates. Personal Characteristics: Client-focused and service-oriented. Integrity and a personable demeanor. Quick thinking with strong managerial and delegation skills. Sensitivity to client needs and a high sense of duty and loyalty. Key Performance Areas (KPAs): Build and maintain trusting relationships with new and prospective clients. Drive business development by attracting new business and leads. Provide comprehensive financial roadmaps and investment solutions. Manage client wealth through effective advice and implementation of changes. Initiate referrals from existing clients. Oversee business practice management and ensure compliance with regulatory standards. Organize prospecting events to support business inflows and relationship building. Conduct bi-annual meetings with clients to discuss portfolios and strategies. Mentor and develop junior team members. Stay updated on industry changes through training and networking. Measurement of Success: Contribution to the overall profitability of the organization through: New inflows from prospective clients. Retention of existing clients. Effective management of assets under management (AUM) and net flows. Leveraging integrated offerings across the organization.

View Job Johannesburg: Construction Engineer posted by Hire Resolve

Advisory Partner position available in Gauteng, Johannesburg. This job position was posted by . The job has been posted on 2024-11-02 in the Accounting Finance category

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South Africa: Advisory Partner

Job Title: Advisory Partner Purpose of the Role: The Advisory Partner is responsible for taking the organization``s service and product offerings to market while engaging with prospective and existing clients. This role requires a proactive approach to bus

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Posted in Jobs in Gauteng, Jobs in Johannesburg

Johannesburg: Advisory Partner

Date	2024-10-31
Job Title	Advisory Partner
Employer	More Information
Salary	Market Related
Category	Accounting Finance
Location	Gauteng / Johannesburg

Job Summary

Advisory Partner Empowering Clients Through Strategic Financial Planning and Wealth Management The Advisory Partner role is ideal for a seasoned financial professional who excels in relationship building, strategic financial advising, and business development. This position requires an individual skilled in guiding clients through a comprehensive range of financial solutions, fostering long-term client relationships, and managing investment portfolios effectively. Job Purpose The primary purpose of this role is to bring financial planning and investment solutions to a broad client base, engaging both prospective and existing clients with a commitment to personalized and ethical financial advice. Reporting Line Reports to the Regional Head of Advisory. Key Relationships The Advisory Partner collaborates closely with external clients, leads, portfolio managers, investment firms, banks, and various financial bodies to build and nurture valuable professional relationships. Qualifications Postgraduate Diploma in Financial Planning (CFP) or equivalent. A relevant B.Com degree, CA, or LLB. Regulatory exams and completion of Class of Business courses. Experience Minimum of 5 years in financial advisory or investment planning, with a proven record of client relationship management. Core Competencies Strong numerical aptitude and analytical thinking. Influencing skills to engage clients and stakeholders. Interpersonal understanding with effective communication and presentation skills. Adaptability to changing financial landscapes and client needs. Ability to mentor junior team members and convey complex financial concepts clearly. Knowledge Areas Deep understanding of global and domestic financial markets. Proficiency in investment products, insurance, tax, estate planning, and retirement planning. Awareness of economic trends and an ability to analyze their impacts on investment strategies. Key Responsibilities Client Relationship Building : Establish trusting relationships with new clients and maintain strong connections with existing clients. Business Development : Actively seek new business opportunities and referrals, and support business inflows through client prospecting. Financial Roadmap and Portfolio Management : Create tailored financial plans and oversee client portfolios to ensure goals are met, with bi-annual client meetings to discuss performance and adjustments. Practice Management : Oversee business practice standards, including managing stats, inflows, compliance requirements, and internal relationships. Compliance and Professional Development : Ensure clients align with industry standards, and stay updated on industry changes through training and networking. Measures of Success Contributing to business profitability through client acquisition, retention, and effective asset management. Driving growth in assets under management (AUM) and net flows, with a focus on long-term client loyalty and portfolio performance. This role is tailored for a results-driven, client-focused professional with a passion for helping clients achieve their financial goals while fostering a meaningful impact on their financial well-being.

View Job Johannesburg: Ca (Sa) Or Cfa Structured Solutions Analyst posted by Career-seekers Recruitment Solutions

Advisory Partner position available in Gauteng, Johannesburg. This job position was posted by . The job has been posted on 2024-10-31 in the Accounting Finance category

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