Financial Advisor Job in Durban, KwaZulu-Natal
Published on CazVidat J AND A MOKHEMB FINANCIAL SERVICES (PTY) LTD
Join J AND A MOKHEMB FINANCIAL SERVICES in Durban as a Financial Advisor. Full-time role helping clients achieve financial goals. Apply now!
Salary
ZAR 180,000 per year
Location
Durban, KwaZulu-Natal, ZA
Employment type
Full time
Workplace
Not provided
Financial Advisor Job in Durban, KwaZulu-Natal
ZAR 180,000 per year
Job description
J AND A MOKHEMB FINANCIAL SERVICES (PTY) LTD is seeking a dynamic and motivated Financial Advisor to join our team in Durban, KwaZulu-Natal, South Africa. This full-time role offers a rewarding opportunity to help clients achieve their financial goals while contributing to the growth of our firm. Key Responsibilities Conduct detailed assessments of clients' financial situations to create tailored financial plans and investment strategies. Educate clients on a variety of financial products and services to empower informed decision-making. Prospect and acquire new clients through effective networking and relationship-building. Maintain and strengthen client relationships with ongoing communication and exceptional customer service. Develop and implement comprehensive financial plans aligned with clients' goals and risk tolerance. Monitor clients' financial progress and adjust plans as needed to respond to market or personal changes. Stay informed on market trends to provide clients with relevant insights and advice. Required and Preferred Qualifications Relevant sales training and proven skills in sales, communication, customer service, networking, and relationship building. Experience in financial services is preferred but not mandatory. Proficiency in financial planning and analysis software tools. Minimum 1-3 years of experience in sales or customer-facing roles. We foster a collaborative work environment where team members support each other's professional growth. Financial Advisors report directly to Senior Management and collaborate across departments to deliver outstanding client service.