Posted 5 months ago
PURPOSE OF JOB
The role encompasses amongst other taking Citadel’s service and product offering to market and engaging with prospective and existing clients.
REPORTING RELATION
Regional Head: Advisory Partner
KEY RELATIONS
External Clients, Internal clients, Leads, Financial Services Board, Financial Planning Institute, Portfolio managers, investment and asset management companies and banks, personal networks.
QUALIFICATION
- Post graduate Diploma in Financial Planning – CFP®
- Relevant B Com degree or CA or LLB
- Regulatory exam
- Class of Business courses completed
EXPERIENCE
Min 5 years’ experience in investment and planning environment
| COMPETENCIES | KNOWLEDGE | PERSONAL CHARACTERISTICS |
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KPA/ STRATEGIC BUSINESS DELIVERABLES
- 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>
MEASUREMENT
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 : nishik@citadel.co.za.
