Purpose of the Position:
To act as a comprehensive financial services advisor by delivering expert savings, investment, and estate planning solutions to high-income clients. Provide tailored advice and strategies, fostering long-term relationships through proactive engagement, and ensuring clients’ financial objectives are achieved with professionalism, integrity, and personalised service.
Contents
ARE YOU SOMEONE WHO CAN:
Client Relationship Management:
- Build, manage, grow and maintain a portfolio of clients in our segment.
- Develop trusted, long-term relationships through regular communication, proactive engagement and exceptional service.
- Identify opportunities to deepen client relationships and expand assets under management.
Financial Planning & Wealth Advisory:
- Provide comprehensive holistic financial advice aligned with client’s goals, needs, risk profiles and investment horizons.
- Design and implement tailored wealth management strategies.
- Advise on investment and portfolio construction, wealth management and preservation solutions, retirement planning, estate planning, fiduciary services and risk protection.
Portfolio Management:
- Conduct regular portfolio reviews and recommend appropriate adjustments.
- Monitor market developments and assess the impact on client portfolios.
- Ensure investment strategies remain aligned with changing client circumstances and objectives.
Business Development:
- Generate new business through networking, referrals, professional partnerships, and client introductions.
- Identify and pursue opportunities for portfolio growth and revenue generation.
- Actively contribute to the growth and the success of the Swakopmund practice.
Governance & Compliance:
- Maintain the highest standards of ethics, professionalism and client care.
- Adhere to all regulatory, compliance, fiduciary and internal governance requirements.
- Maintain accurate records, documentation and audit trails.
YOU WILL BE AN IDEAL CANDIDATE IF YOU MEET THE BELOW REQUIREMENTS:
- Degree in Finance, Investment Management, Business, or a related field.
- Relevant NAMFISA accreditation and regulatory certification.
- CFP ®, Postgraduate Diploma in Financial Planning, or equivalent will be an advantage.
- Valid driver’s license and own transport.
- 5-7 years’ experience and ability to apply knowledge of Wealth Management, Portfolio Construction, Financial Advisory and Asset Management.
- Provent track-record of building and maintaining client relationships.
- German fluency would be an advantage.
KNOWLEDGE & EXPERTISE:
- Investment management and portfolio construction and ability to demonstrate it in an interview.
- Financial planning and wealth structuring.
- Estate and succession planning.
- Fiduciary services and risk management solutions.
- Regulatory and compliance requirements within a financial advisory environment.
- Economic and market trends affecting wealth preservation and growth.
TECHNICAL SKILLS
- Wealth and Financial Planning Advisory.
- Investment Product Knowledge and Portfolio Construction.
- Estate Planning and Wealth Structuring.
- Client Needs Analysis and Financial Modelling.
- Portfolio Performance Monitoring and Optimisation.
- Regulatory Compliance and Fiduciary Standards.
- Cross-Sell and Advisory Sales Enablement.
- Market and Economic Analysis in an advisory environment.
You will have access to:
- Opportunities to network and collaborate with solutionists specialist teams.
- A challenging and evolving working environment.
- Opportunities to innovate and grow within the Banking ecosystem.
We can be a match if you are:
- Always doing the right thing – Fight for ethical conduct and transparency, both inside and outside
- Curious – Believe in insight, creativity, and its power to unlock value
- Deeply Invested – Take initiative and be a leader in your own right
- Valuing differences – Be inclusive, gracious, decent, and humble
- Building Trust not Territory – Crete a culture of sharing
- Courageous – We’ve built a culture of bravery by speaking our minds and encouraging others to do the same
The company ONLY accept applications via their career portal. Interested candidates can apply via the link below:
Apply online via: FNB Career Portal
