Financial Advisor - Cape Town CBD, Wynberg at Momentum Metropolitan Holdings Limited

Role Purpose  

•  Attract, acquire and retain clients by selling company products to generate new business and to provide after sales service to clients to ensure client retention, increase market share and contribute to the overall business objectives and its longterm viability.

Requirements    

• Matric/ N4 Equivalent Qualification.
• 5 years’ experience for individuals with matric/1-2 years’ experience for individuals with an undergraduate degree
• FAIS requirements based on DOFA date
• Computer literate
• Fluency in English
• Own Transport

Duties & Responsibilities    

• Conduct needs analysis to understand and enhance client’s financial wellness.
• Create financial plans for clients that address their financial wellness needs.
• Offer solutions (products) to clients to address their financial wellness needs.
• Present information sharing sessions on financial planning topics.

Competencies    

• Verbally fluent
• Numerical reasoning ability
• Be able to plan and manage their time.
• Self-reliant
• Be resilient (drive, determination, risk tolerance, bounce back after setbacks)
• Manage relationships well.
• Demonstrate sales behaviors (deal with difficult clients, competitive, achieving, persistent).
• Be entrepreneurial (set ambitious, targets, self-reliant, financial prosperity in high-risk environment, autonomy)