Citadel – Advisory Partner

Posted 10 months ago










The role encompasses amongst other taking Citadel’s service and product offering to market and engaging with prospective and existing clients.



Regional Head: Advisory Partner



External Clients, Internal clients, Leads, Financial Services Board, Financial Planning Institute, Portfolio managers, investment and asset management companies and banks, personal networks.



  • Post graduate Diploma in Financial Planning – CFP®
  • Relevant B Com degree or CA or LLB
  • Regulatory exam
  • Class of Business courses completed



Min 5 years’ experience in investment and planning environment

  • Aptitude for figures
  • Influencing skills
  • Conceptual thinking skills
  • Interpersonal understanding
  • Good presentation skills
  • Effective stress management
  • Adaptable and flexible to change
  • Appropriate balance of Context and Detail orientation
  • Effective interaction abilities
  • EQ
  • Ability to mentor and teach


  • Knowledge of financial markets
  • Insurance and investment products
  • Thorough understanding and knowledge of global economy, financial and investment markets
  • Knowledge on investment and financial planning
  • Have good technical knowledge on related subjects such as Tax, estate planning, retirement planning and Forex, interest rates


  • Client and service oriented
  • Affable character
  • Integrity
  • Quick thinker
  • Managerial and delegation skills
  • Mature
  • Confident
  • Well presented
  • Sensitivity to the clients
  • High sense of duty and loyalty
  • Wide range of interests






  • Building trusting relationships with new and prospective clients
  • Ensure constant business development – attract new business, leads and top ups from existing clients
  • Provide a financial roadmap and investment solution
  • Manage client’s wealth by effective advice and change implementation
  • Initiate further referrals from existing clients
  • Management of business practice management within Citadel, Management of Stats, inflows, FICA and FAIS and internal relationships
  • Initiate prospecting events to support business inflows by building quality relationships
  • Ensure clients are compliant to Houseview and adopt strategies to change implementation accordingly
  • Management of portfolios under managements
  • Hold bi-annual client meetings with clients
  • Management and development of an Assistant
  • Keep abreast of changes by attending training, networking conventions
  • Retain clients/li>



Contribution to the overall profitability of the business via;

  • New inflows from prospective clients,
  • Retention of Existing Clients,
  • Managing AUM and Net Flows,
  • Leverage off the integrated offering across the Citadel Group.


Applications to be sent to :


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