We are looking for a Wealth Advisor (Private Banking) to act as an intermediary between our company and customers. You will provide our clients with financial guidance and make recommendations on how to best utilize their money.The ideal candidate will be able to research the marketplace on available products and services, identify customers’ needs, design financial strategies and close a sale.ResponsibilitiesProvide strategic advice across a variety of financial products and services (debt management, cash management, insurance coverage, investments)Assess client’s overall financial picture, understand their needs and develop a solid financial planGuide clients towards a profitable and secure financial decisionCultivate client base and build win-win relationshipsNetwork, generate leads and grab opportunities to sell mutual funds, stocks, bonds etc to meet sales quotasKeep abreast of new industry trends and research the market to back up financial consultingOversee the course of the financial plan and update it, if necessary, to ensure profitsComply with all industry rules and regulationsLiaise with providers, solicitors, valuers and other professionalsRequirementsStrong communication, negotiation and presentation skillsAbility to analyse market’s financial data and to provide appropriate data-based adviceTrack record of successful financial guidanceAccuracy, attention to detail and the ability to explain complex information clearly and simplyExcellent PC knowledge and ability to operate database systemsHonours degree in FinanceFAIS accredited or RE5Customer Profiling experienceTransactions; Borrowing; Lending; Insuring exp.Leadership skills (exp. would be advantageous)3+ years of experienceHire Resolve is a top-tier recruitment firm that focuses on placing skilled professionals in permanent employment.Hire Resolve focuses on working with senior-level executives and we pride ourselves on delivering excellent service to our candidates and clients.Salary: negotiable.Our client is offering a highly competitive salary for this role based on experience.Apply for this role today, visit the Hire Resolve website: hireresolve.us or email us: Financialcareers@hireresolve.za.comAlternatively, you are welcome to connect with Shannon Watson, Merina Naicker or Lindy Du Plessis on LinkedIn#J-18808-Ljbffr