- KwaZulu-Natal
- Salary: Market Related
- Commission: 100%
- Job Type: Permanent
- Sectors: Banking Call Centre Marketing
- Benefits: Training Corporate Benefits
- Reference: copy-copy-2122932
- Employment Equity Position
Vacancy Details
Employer: EQ-FIN
Position: Wealth Management Advisor
Location: Flexible, may require some travel to meet with clients
Job Description:
We are seeking an experienced and knowledgeable Wealth Management Advisor to join our team. The ideal candidate will have a strong understanding of financial planning, investment management, and wealth preservation strategies. As a Wealth Management Advisor, you will work closely with high-net-worth individuals and provide them with personalized financial advice and guidance to help them achieve their financial goals.
Responsibilities:
- Conduct comprehensive financial reviews with clients to assess their current financial situation, goals, and risk tolerance
- Develop customized wealth management plans that align with clients' objectives and financial needs
- Analyze and recommend investment strategies, asset allocation, and financial products to help clients build and preserve wealth
- Monitor and review clients' portfolios regularly to ensure they remain on track to meet their goals
- Provide ongoing education and guidance on financial matters to help clients make informed decisions
- Stay up-to-date on market trends, economic conditions, and new financial products to enhance client service and recommendations
- Cultivate and maintain strong relationships with clients to build trust and loyalty
Qualifications:
- Grade 12 and National Diploma (Candidates with a relevant Degree will be given preference)
- Minimum of 2 years of experience in wealth management, financial planning, or related field
- Proven track record of building and managing client relationships in a financial advisory role
- Strong analytical skills and the ability to assess complex financial situations and develop strategies to address them
- Excellent communication and interpersonal skills to effectively interact with clients and team members
- Knowledge of financial planning software, investment analysis tools, and industry regulations
- Ability to work independently and as part of a team in a fast-paced, dynamic environment
If you are a highly motivated and skilled advisor with a passion for helping clients achieve financial success, we would love to hear from you. This is an exciting opportunity to join a reputable wealth management firm and make a positive impact on the financial well-being of high-net-worth individuals.
Required Skills
- Marketing: 1 year or less
- Sales: 1 year or less
- Call Center Experience: 1 year or less
Candidate Requirements
- Effective Marketing and Networking Skills
- Valid driver’s license
- Own reliable vehicle
- Clear ITC and criminal records
- Laptop
- Cell phone
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About EQ-FIN
EQ-FIN is an outsourced assurance management company which represents Liberty Life and Stanlib in the South African financial services industry.
While we distribute Liberty life insurance and risk products, retirement planning solutions, short and long-term savings products, medical aids and corporate benefits, it is our vision that drives to provide even more, and assures you of our service.
We are determined to be the first choice for clients, financial advisors and Liberty Life in the South African financial services sector, and to become the largest, tied independent insurance distribution company in the world.
We aim to contract 500 individual advisors to Liberty Life, this in turn ensures that at least 3000 people are being fed daily. They are therefore able to work or be educated. It is our belief that job creation creates a healthy South Africa.
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