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Description of the role
Responsible for providing financial advice on both the Investec Life risk and My Investments products to Investec Private Bank clients in accordance with FAIS legislation and according to Investec’s professional financial advice guidelines.
Description of the skill and experience required
This includes doing an analysis of the client’s financial affairs (including a Risk inventory), developing a financial plan (Six Step Financial Planning Process) and selling Investec Life and My Investments products directly to the clients should this be recommended in the financial plan. Ensure that proper record keeping of advice is maintained.
Perform annual financial reviews with clients
Clients will be sourced through Private Bank Marketing or by referrals from the Private Bankers directly
Build and maintain close relationships with Private Bankers. Private Bankers are the gatekeepers to the clients and must be included or kept informed in all activities with clients to ensure continued access and support
Ensure credibility with clients and Private Bankers through professionalism and demonstration of expertise
Assist with the sales and marketing of Investec Life product range with other distribution or service channels. Advisors will also be required to assist the Client Services Centre should phone in clients require advice or more technical (product and advice) support
Assist regional Private Bank management with marketing and sales plans
Always operate within the Private Bank business strategies and Investec’s brand guidelines
Develop and manage own sales plan and sales pipeline
Extensive regional travel required
Experience, skill and capability
Education | Knowledge
Relevant tertiary qualification and CFP would be preferred
Three to five years’ experience in financial services preferable in financial advice or legal advice positions
Core competencies:
Understanding of long-term insurance business and markets
Knowledge and understanding of the relevant income tax and estate duty legislation
Sound experience with financial planning processes
Ensure that the core financial planning competencies are maintained through continuous training and development
Client service orientated
Excellent interpersonal skills
Relationship building and networking
Ability to organise and prioritise
Ability to work under pressure
Team player
Must have initiative and be tenacious
Ability to close a deal/sale
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