Financial Planner

at  Cirrusfin

Location: Gauteng, Cape Town and KZN with ability to travel to see clients as may be applicable.
The Wealth Advisor is the principal contact with the client, primarily high net worth and targeted individuals and families. This individual will have a broad and deep understanding of sophisticated wealth management practices and investment strategies. The ideal candidate will have extensive impact/mission related investing expertise and a solid knowledge of financial planning principles.
The Wealth Advisor is responsible for maintaining the ongoing relationships and leading in the development of new client relationships. Duties include managing the delivery of wealth management services to the client. This will involve maintaining regular communication with the client, and working in consultation with the client’s other advisors as may be applicable.
In addition, this position will require coordination with client support personnel, including analysts and administrators in delivering investment management, tax, financial planning, and other pertinent financial services.

MINIMUM QUALIFICATIONS

• A degree or equivalent iqualification in a related field (Investments, Finance, Law, Accounting/Tax, Economics, Business Administration) and/or 5 years of related experience; or an equivalent combination of education and experience
• At least one NQF Wealth Management , CFP, CPA, CFA or CIMA certification; extensive knowledge of certifications not earned

KNOWLEDGE REQUIRED

Wealth Advisors are team players and methodical business builders with experience and expertise as trusted wealth advisors serving the sophisticated needs of ultra-high net worth individuals and families. He/she must have an exceptional understanding of the full range of investment expertise in wealth management and related products, services and processes. He/she must be able to operate in an autonomous and entrepreneurial environment. Additional qualities include:

• Ability to foster teamwork and motivate colleagues
• Capacity to work with demanding clients and diverse groups of people
• Client-centred focus
• Excellent strategic thinking ability
• Excellent consultative skills
• Strong written and verbal communication skills
• Results-driven
• Self-confidence, personal integrity, credibility
• Skilled at analyzing and solving problems
• Team player
• Entrepreneurial spirit
• Enthusiastic, positive energy

ESSENTIAL FUNCTIONS

• Understands the principles of sales( hunting and farming ) and is a strong influencer with individuals with the ability to grow and leverage networks
• Develops leads and referrals from current clients, referred and new opportunities and outside contacts through a defined sales process and pipeline management
• Seeks to increase current accounts through additions to Assets Under Management (AUM) as well as upselling and cross-selling related products and services
• Offer value-added fee-based services
• Participate in sales meetings with prospective clients
• Represents house views, practice philosophy and lifestyle financial planning process to colleagues, clients and prospects in person, or by written proposals and or commentaries
• Is professional in all aspects of engagement internally and externally and walks the talk of the brand promise.