Role: Financial Advisor
Category: Wealth Management
Location: Durban
Are you a seasoned financial professional with a passion for guiding clients through complex investment and retirement landscapes?
Key Responsibilities:
As a Financial Advisor, you will provide personalized advice with a focus on investment portfolios, retirement planning, and wealth preservation. Your core duties will include:
Tailored Financial Planning: Conducting in-depth needs analyses to develop financial plans aligned with clients'' life goals.
Retirement Expertise: Developing and implementing strategies for South African retirees and expatriates to ensure lifestyle sustainability.
Investment Guidance: Advising on offshore options, annuities, living annuities, and tax-efficient drawdown strategies.
Cross-Border Advisory: Navigating complex issues such as foreign pensions, dual tax residency, currency risk, and international estate planning.
Client Relationship Management: Building long-term relationships based on trust and transparency while conducting regular portfolio reviews.
Compliance & Technical Proficiency: Ensuring all advice remains compliant with South African financial legislation (FSCA, SARS, SARB) and managing client interactions through CRM systems like AtWork.
Role Requirements:
Financial Advisor | Durban • Durban, South Africa
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