SUMMARY:
Junior Wealth Advisor
POSITION INFO:
Job Position : Junior Wealth Advisor
Ref : 3772
Location : Port Elizabeth
Salary : R16 000 per month CTC commensurate with experience and qualification
Email your updated CV to --------Please upload your CV here--------
Qualifications / Requirements:
- B.Comm Financial Planning (essential)
- Proficient in Microsoft Office (Word, Excel, PowerPoint, Outlook, Teams)
- Knowledge of service provider products and their online websites operations
- Valid drivers license
- Well presented and spoken (excellent grooming imperative)
- Candidate must have excellent communication skills and a professional disposition
- Good work ethics, integrity and professionalism essential
Key Performance Areas:
- Servicing of existing clients, including reviews of their portfolios in terms of company policy
- Client portfolio reviews:
- Research performance of client portfolios and prepare reviews in accordance with company policy and standards
- Conduct client reviews and ensure that review reports are submitted in accordance with company policy
- Servicing of existing clients:
- Provide ongoing financial advice, in consultation with the relevant Wealth Planners, to clients regarding their portfolios in respect of risk, market trends, investment performance, benchmarks, insured values, etc
- Process and Implement instructions from clients in respect of: Switches, Repurchases, Maturities, Surrenders, Sect 14 and Sec 37 transfers
- Attend to and resolve clients’ concerns, queries, requests and complaints regarding their portfolios
- Assist clients in obtaining Tax certificates, etc
- Assist clients with the preparation and signing of Wills and execution of estates, in association with the Executor
- Pro-actively identify new business opportunities and market the range of services and products offered
- Compilation of proposals for, and implementation of new business instructions from clients in association with relevant Wealth Planner
- Recording of all client interaction upon completion of such interaction
- Maintain and update client records and database including static data
- Ensure compliance with FICA and FAIS legislation
NB! This job is now closed. You can apply for other jobs by uploading your CV.
