Job Description

PRINCIPLE ACCOUNTABILITIES

1. New Business Development and Marketing

o Devise medium-term investment strategy to meet the growth of assets under management within a timeframe of 6 to 18 months.

o Identify, develop and source new relationships with investment clients through personal and client referrals, internal networks and fostering greater collaboration within the group.

o Building a network and suitable business within the professional and retirement market

o Represent Wealth Advisory investment philosophy/views to colleagues, clients and prospects in person, or by written commentaries.

2. Client service - Manage and Grow Existing Client Relationships

o Maintain the highest levels of service and delivery to existing clients at all times, ensuring that all teams support within the company work together to deliver client experience as well.

3. Investment Management

o Understand investment trends prevalent at any time and affecting client portfolios.

o Monitor asset allocation on annual basis relative to policy and goals, evaluate need to rebalance, particularly for the Regulation 28 compliance for retirement investments.

o Effectively communicate any client feedback regarding investment performance, and suggestions from such clients.

4. Risk Management / Compliance

o Ensure compliance in terms of advice being proved to clients ensuring governance in line with FAIS and FSB requirements.

5. Product Understanding

o Understand and take continuous learning on products

o Ensure CPD points are updated annually through attending product training

SPECIFICATIONS

Qualifications

Postgraduate Diploma in Financial Planning - Advantageous

RE5 - Essential

Knowledge and skills

xefx82xb7 3 years experience and track record in high- performance sales environments

xefx82xb7 Knowledge of best practices in financial planning and financial advisory services

xefx82xb7 Knowledge and understanding of financial planning through meaningful client engagements

xefx82xb7 Extensive knowledge of GEPF and its processes

xefx82xb7 Extensive knowledge of the Pension Funds Act

xefx82xb7 Extensive knowledge of investment products

xefx82xb7 Extensive knowledge of the Six-Step Financial Planning Process

Behaviours

xefx82xb7 High levels of professionalism

xefx82xb7 A passion for the financial planning environment

xefx82xb7 Interpersonal and collaborative

xefx82xb7 Flexible with ability to manage any changes

xefx82xb7 High attention to detail

Attributes/ Attitudes

xefx82xb7 Ability to work independently

xefx82xb7 Ability to work in a target focused environment

xefx82xb7 Deadline driven

xefx82xb7 Team player

EXPERIENCE

xefx82xb7 3 -5 years minimum experience in the Financial Services industry in a Sales role within the risk and investment spaces

xefx82xb7 3 years experience and track record in high-performance sales environments

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