Khula Financial Adviser : Durban
Core
Provide professional financial advice, planning, and product sales to new and existing clients to build long-term relationships and generate sustainable business revenue.
Role type
Financial Adviser
Builds
Financial products and services for individual clients
Domain
Financial Services / Insurance / Wealth Management
Deliverable
client delivery
Required skills
Financial planning, client relationship management, sales and prospecting, compliance and risk management, market segmentation, financial needs analysis
Preferred skills
Social media marketing, portfolio review, lead generation from existing networks
Technologies
e-tools for financial analysis, workflow and activity monitor systems
Responsibilities
Conduct financial needs analysis and fact-finding; present personalized financial solutions; maintain and service client relationships; generate leads through networking and social media; monitor client activities (maturities, cancellations); ensure compliance with FAIS regulations; achieve revenue and activity targets.
Seniority
Individual Contributor