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Oasis is a diversified wealth management company focused on delivering real value to its investors over the long term. The company provides services relating to asset management and financial advice. It also offers a wide investment product range that includes, discretionary savings, tax incentivised products, retirement funds, longterm insurance products & endowments.
The core function of the successful candidate will be to manage and grow their portfolio of clients while providing financial planning advice.
Requirements
Bachelor’s degree in Finance, Accounting, Business, or a related field
FAIS qualified
Excellent knowledge of financial planning principles and investment strategies
CFP or diploma in Financial Planning advantageous
RE5 accreditation in investments advantageous
Strong communication and interpersonal skills to collaborate effectively with clients
Passionate about providing the best financial services and advice to clients
Effective problem-solving skills, with the ability to identify issues and provide solutions
Ability to maintain and develop relationships with clients, and communicate complex financial information in a clear and concise manner
Valid driver’s license essential.
Adhering to CPD Requirement
Experience
2+ years experience in the financial services industry
Have an understanding of Collective Investment Schemes, Retail Retirement Fund Industry and Wealth Management.
History of building strong relationships.
Job description
To generate leads, set up appointments, meet clients and close the deal.
To do an investment needs analysis
To prepare and present a recommendation or solution to the client, implement, review and monitor on an ongoing basis.
To obtain all necessary documentation (FICA documentation).
To ensure all associated administration is completed in an effective manner to meet the group’s compliance and regulatory requirements.
To assist with ad hoc marketing drives in your region.
To effectively service your clients that may be in other centers limited travelling may be required
Flexibility is required as clients from time to time request consultations outside of normal office hours.
Analysis to provide ideas for new product development.
Updating Profida Report on daily bases.
Submitting daily travel reports
Submitting demographic report of client.
