Financial Advisor, Durban

To find out more, click Apply or head on over to Crayon to review the full spec and apply?

Achieve objectives and targets through effective planning, lead management, and engaging with potential clients Identify and target key stakeholders and ensure strong relationships are fostered Contact potential clients and create a rapport by networking and following up on leads Conduct in depth needs analyses and provide comprehensive wealth planning to clients Provide sound advice on Investments, Wealth and Estate planning. Maintain an internationally recognised customer experience Ongoing servicing of client book Conduct regular meetings with key clients

What you'll need

Minimum requirement: NQF5 qualification 5+ years' experience in a financial advisory role Financial planning and sales experience Must be in possession of an RE 5 qualification High-performing and target driven The ability to work independently A transferable book of AUM will be beneficial Offshore experience will be beneficial

To find out more, click Apply or head on over to Crayon to review the full spec and apply?