⚙️ Key Duties and Responsibilities

Client Relationship Management:

• Meet with clients to understand their financial goals and risk tolerance

• Build and maintain long-term client relationships

• Conduct regular financial reviews to adjust plans as needed

Financial Planning and Advice:

• Develop customized financial plans for clients

• Advise on investment opportunities, savings plans, insurance, and retirement

• Evaluate financial risk and develop strategies to mitigate it

Sales and Business Development:

• Prospect and acquire new clients through networking and referrals

• Present financial products and solutions (e.g., investments, life cover, pension plans)

• Meet monthly and annual sales/target goals

Compliance and Administration:

• Ensure compliance with FAIS, FICA, and other FSCA regulations

• Maintain proper documentation and client records

• Stay updated with financial markets, products, and legislation

Research and Analysis:

• Monitor market trends and investment performance

• Conduct financial analysis to support recommendations

• Prepare performance and projection reports for clients

💡 Core Skills and Competencies

• Strong interpersonal and communication skills

• Excellent negotiation and persuasion abilities

• Analytical and problem-solving mindset

• High integrity and ethical standards

• Goal-driven and self-motivated

• Attention to detail and strong organizational skills

🏆 Career Growth

With experience, a Financial Advisor can progress to:

• Senior Financial Planner

• Wealth Manager / Portfolio Manager

• Branch Manager / Team Leader

• Independent Financial Consultant