job hiring 2021 2023-2024

By | June 27, 2022

job hiring 2021 2023-2024

job hiring 2021 2023-2024

job hiring 2021 

job hiring 2021 2023-2024

Careerline Recruitment

Hiring Financial Advisor for our Client (Oasis Group Holdings) in Cape Town

Introduction

  • The successful candidate’s primary responsibility is to pursue new business and keep up relationships with clients with the goal of growing the assets under management in order to fulfill performance contract criteria.

Duties & Responsibilities

  • to create leads, schedule meetings, meet with clients, and seal the deal.
  • To conduct a needs analysis for investments
  • Creating and presenting a suggestion or solution to the client, followed by continuing implementation, review, and monitoring
  • to acquire all required documentation (FICA documentation).
  • to make sure all related administration is carried out efficiently in order to satisfy the group’s legal and compliance obligations.
  • to help with sporadic marketing campaigns in your area.
  • Some traveling may be necessary to efficiently serve your clients who may be in other centers.
  • It is necessary to be adaptable because customers occasionally ask for consultations outside of regular business hours.
  • Analysis to generate concepts for the creation of new products.
  • regular updating of the Provider Report.
  • daily travel report submission
  • Providing demographic data

Qualification:

  • a minimum of a bachelor’s degree, an MBA, a CFP, or a financial planning certification, with FAIS compliance (NQF level 5 and with adequate unit standards to qualify for FSB registration as representative as defined in the FAIS act).
  • a successful sales history and remarkable achievements.
  • Own automobile and active driver’s license required.
  • Following CPD Requirements

Experience and Skills:

  • Experience in the financial services sector of two years or more. Understand the retail retirement fund industry, collective investment schemes, and wealth management.
  • a track record of forging bonds with others.
  • background in education or experience, including tax education
  • It’s crucial to have the capacity to achieve deadlines under pressure.
  • the capacity to inform leaders effectively on status and progress
  • Prior underdog candidates will be given precedence.

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