Description:
Note: This role is for one of our clients. While we do track apply clicks, you'll need to complete the quick steps on Crayon for your application to be considered.
How you'll role
As a Financial Advisor, you will be responsible for providing clients with sound financial guidance and strategies to meet their individual needs. This role is ideal for self-driven individuals with a passion for sales and client interactions. Your work will be instrumental in helping clients navigate their financial journeys and reach desired outcomes, making a significant impact both personally and professionally.
What you'll do
- Advise clients on financial planning, wealth management, and investment strategies
- Build and maintain strong client relationships through effective communication
- Conduct thorough financial needs assessments for clients
- Stay updated on financial products and market trends to provide informed recommendations
- Meet sales targets and achieve KPIs through proactive client engagement
Requirements:
- Advise clients on financial planning, wealth management, and investment strategies
- Build and maintain strong client relationships through effective communication
- Conduct thorough financial needs assessments for clients
- Stay updated on financial products and market trends to provide informed recommendations
- Meet sales targets and achieve KPIs through proactive client engagement
- Financial Planning: 1 to 2 years
- Sales: 1 to 2 years
- Client Relationship Building: 1 to 2 years
- RE5 certification
- Own a reliable vehicle for client meetings and travel
- NQF Level 5 Wealth Management qualification or higher degree/diploma
- Proven track record of at least two years in sales
- Excellent communication and interpersonal skills
What you'll need
- RE5 certification
- Own a reliable vehicle for client meetings and travel
- NQF Level 5 Wealth Management qualification or higher degree/diploma
- Proven track record of at least two years in sales
- Excellent communication and interpersonal skills
17 Nov 2025;
from:
careers24.com