Financial Advisor - Cape Town, South Africa
- Harare, Zimbabwe
|Job Location||Cape Town, South Africa|
|Job Role||Financial Advisor|
|Employment Type||Full Time|
|Career Level||Middle Management|
|Years of Experience||5|
|Residence Location||Cape Town, South Africa|
|Nationality||Citizen or Work Permit Required|
Duties and Responsibilities;
* Meeting individually with clients to determine their financial objectives, risk tolerance, income, expenses, and assets.
* Offering strategic advice on products and services, such as investments, insurance coverage, and debt management tools.
* Securing stocks and bonds and establishing progressive savings accounts.
* Moving money from accounts per industry and federal regulations.
* Performing market research to stay current with financial trends.
* Preparing financial documents, such as income projections and investment reports.
* Maintaining compliance with all rules and regulations in the financial industry.
* Identifying and pursuing potential clients to maintain a strong client base.
* In-depth understanding of employer, industry, and federal regulations.
* Knowledge of financial options, including investments, loans, savings accounts, and stock options.
* Expertise in financial planning and investment strategies.
* Familiarity with the securities, mutual fund, and insurance industries.
* Advanced ability to analyze and explain market data.
* Proficiency with word processing, spreadsheet, database, and financial planning software.
* Analytical thinking skills and the ability to assess clients’ needs.
* Excellent communication abilities, including writing, speaking, and active listening.
* Effective sales, presentation, and customer service skills.
* Good organization and time management skills.
* NQF level 5 or higher.
* RE5 Qualification.
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Role is confidential - not to be advertised