Wealth Specialists / International Property Estate Agents
| Location | Umhlanga, South Africa |
| Date Posted | June 11, 2021 |
| Category |
Real Estate
|
| Job Type |
Full-time
|
| Currency | ZAR |
Description
Outstanding new age Wealth Managment company is seeking Wealth Advisors to come on board and assist their clients in finding the best taylor made dynamic investments options to grow their portfolios.
You can come from a Financial Services back ground or a Property Back ground as a registered estate agent ready to move into the international property market of offshore investments.
Meet with prospects and clients, conducting a detailed financial analysis in order to determine opportunity for clients with regards to onshore and offshore personal wealth portfolios, retirement planning, insurance, education planning and estate planning. To make detailed recommendations in respect of aforesaid opportunities, taking cognisance of each client’s risk profile and financial needs. Creating and implementing an ongoing service plan to ensure client portfolios are regularly monitored and relevant modification timeously executed.
Duties & Responsibilities
- Always act in the best interest of the client by providing unbiased and professional advice.
- Honour all meetings and engagements in travel schedule.
- Contacting potential clients and setting up initial meetings.
- Analyse financial information obtained from client / clients to determine strategies, products and recommend solutions to help clients meet their financial objectives / goals.
- Contact clients on a quarterly basis to determine if there have been changes in their financial circumstances and provide feedback on current portfolio status.
- Completing client risk analyses.
- Reviewing and responding to clients changing needs and financial circumstances.
- Promoting and selling financial products to meet negotiated sales targets.
- Keeping up to date with financial products and legislation. i.e. attending product provider meetings.
- Producing financial reports through the means afforded to them (CRM).
- Contacting clients with news of new financial products or changes to legislation that may affect their savings and investments.
- Build and maintain client bases, keeping current client plans up-to-date and recruiting new clients on an ongoing basis.
- Protect, secure and grow clients' wealth by providing independent, expert local and offshore financial advice, retirement planning, estate planning, and tax planning.
- Research and investigate available investment opportunities to determine whether they fit into financial plans.
- Providing investment opportunities across a broad spectrum of regulated products.
- Monitor financial market trends to ensure that plans are effective, and to identify any necessary updates.
- Acting within the scope of the regulatory requirements of the FSCA.
- Learn and develop with regards to Financial Services and continued study and development with institutions and modules such as CISI.
Desired Experience & Qualification
3 - 5 years experience in Wealth Investment advisory - Or Property sales with a proven track record
B.Com realted to Finanical Services - or registered Estate agent (NQF level 5)