Are you based in the United States? Select your country to see jobs specific to your location.Role Purpose:To serve as a full financial services advisor by providing appropriate savings, investment and estate planning advice, expertise and support to high income clients, with a focus on investments.Responsibilities:Formulate proposals in cash management, risk needs, investment planning, estate planning, or other areas to help clients achieve their financial goals.Achieve previously determined sales targets across the business by identifying opportunities to advise on approved investment and risk products.Investigate available investment opportunities to determine compatibility with client financial plans.Review clients' financial plans regularly to determine whether life changes, economic changes, environmental concerns, or financial performance indicate a need for plan reassessment.Provide regular reports on delivery of services against agreed service level agreements and in terms of overall customer targets.You will be an ideal candidate if you:Relevant Degree in Investment or Economics.Have 3 to 5 years' experience as a Wealth Manager with sales and advisory experience with high income clients.Candidates with the following FAIS experience will be given preference:Cat 1:1.3 Long-Term Insurance subcategory B11.4 Long-Term Insurance subcategory C1.8 Shares1.9 Money Market Instruments1.12 Bonds1.14 Participatory Interests in a Collective Investment Scheme1.15 Forex Investments1.17 Long-term Deposits1.18 Short-term Deposits1.20 Long- Term Insurance Subcategory B21.21 Long- Term Insurance Subcategory B2- A1.22 Long-term Insurance subcategory B1-A1.24 Structured Deposits1.26 Participatory Interest in hedge fundNB: Please note, this position is also open in Menlyn, Bedforfview, Inland, KZNThe number of jobs in each salary range for all:#J-18808-Ljbffr