Senior Financial Advisor – Cape Town needed at Investec

Description of the role 

• Responsible for providing financial advice on both the Investec Life risk and My Investments products to Investec Private Bank clients in accordance with FAIS legislation and according to Investec’s professional financial advice guidelines.

Description of the skill and experience required 

• This includes doing an analysis of the client’s financial affairs (including a Risk inventory), developing a financial plan (Six Step Financial Planning Process) and selling Investec Life and My Investments products directly to the clients should this be recommended in the financial plan. Ensure that proper record keeping of advice is maintained.
• Perform annual financial reviews with clients
• Clients will be sourced through Private Bank Marketing or by referrals from the Private Bankers directly
• Build and maintain close relationships with Private Bankers. Private Bankers are the gatekeepers to the clients and must be included or kept informed in all activities with clients to ensure continued access and support
• Ensure credibility with clients and Private Bankers through professionalism and demonstration of expertise
• Assist with the sales and marketing of Investec Life product range with other distribution or service channels. Advisors will also be required to assist the Client Services Centre should phone in clients require advice or more technical (product and advice) support
• Assist regional Private Bank management with marketing and sales plans
• Always operate within the Private Bank business strategies and Investec’s brand guidelines
• Develop and manage own sales plan and sales pipeline
• Extensive regional travel required

Experience, skill and capability
Education | Knowledge

• Relevant tertiary qualification and CFP would be preferred
• Three to five years’ experience in financial services preferable in financial advice or legal advice positions

Core competencies:

• Understanding of long-term insurance business and markets
• Knowledge and understanding of the relevant income tax and estate duty legislation
• Sound experience with financial planning processes
• Ensure that the core financial planning competencies are maintained through continuous training and development
• Client service orientated
• Excellent interpersonal skills
• Relationship building and networking
• Ability to organise and prioritise
• Ability to work under pressure
• Team player
• Must have initiative and be tenacious
• Ability to close a deal/sale