Wealth Associate - Stellenbosch
trackingtalent
MAIN ACTIVITIES Servicing of existing clients with single and multiple investments Face-to-face (meetings) annual or bi-annual reviews with clients. Identify a client’s investment needs, risk tolerance and profile, other investments (and other assets), personal circumstances, income requirements, investment time horizon etc Make a recommendation based on the risk questionnaire and subsequent discussions Provide the client with information on the performance of the various investment portfolios available Educate the clients with regards to basic investment principles, i.e. risk versus reward, market sentiment, trends, performance (offshore and local), benchmarks etc Ensure that the client’s investment portfolio is consistent with FPC’s investment philosophy and house views Provide ongoing financial planning advice to clients as and when clients contact us Resolve client concerns, queries and/or complaints Source new business from existing clients and achieve the prescribed new business targets Qualifications: Matric Tertiary qualification, i.e. BCom (majors in Financial Management or Financial Planning or Investments) CFP licensee (member of the FPI) Behavioural requirements: Excellent verbal and written communication skill. Articulate presentation and professionalism is imperative Selling Skills and proven track record Excellent command of Afrikaans and English. High level of client service orientation Attention to detail/accuracy Organised and assertive Time management skills Proactive – uses initiative (Self-starter - able to self-motivate) Ability to work independently and under pressure Strong work ethic Have empathy and be able to listen to clients Technical/Investment knowledge: Good understanding of the Financial Services industry – corporate and individual client Good understanding of investments, investment vehicles and retirement funds Good understanding of the tax implications of the various investment options available to clients Linked products: Preservation Funds, Retirement Annuities, Annuities Voluntary products (savings vehicles) Endowments Unit Trusts/Multi Manager Funds International investments Retirement Funds Life/Risk Products Working Experience: Minimum 5 years financial planning or related experience. Experience and proven track record of dealing and interacting with high net worth clients Minimum 2 years sales experience with proven track record.
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