Kainos Wealth (Pty) Ltd. was established in August of 2001 and has since been recognised as one of the leading Liberty Group Advisory Partners in the country.
We proudly house more than 50 Liberty Financial Advisers who together share in over two centuries’ financial planning experience, and provide them a platform that enables the delivery of an excell...
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Below is a basic description of your day-to-day duties, because each new employee has a different level of industry experience or qualification the below might not be the exact duties when you start and you might have to start within the ‘training -phase’ but all will be discussed if you are invited for an interview.
Client Consultation & Relationship Management: Conduct in-depth consultations with clients to understand their financial goals, risk tolerance, and current financial situation.
Developing Financial Solutions: Create customized financial plans based on clients' goals and financial situations, incorporating investment strategies, retirement planning, and risk management.
Investments Local and Offshore: Provide informed and strategic investment advice, considering clients' risk tolerance, investment horizon, and financial objectives.
Insurance Planning: Assess clients' insurance needs and provide recommendations for life and health.
Retirement Planning: Assist clients in planning for retirement by developing strategies for savings, pension utilization, and other retirement income sources.
Tax Strategies & Estate Planning: Implement tax-efficient strategies to optimize client’s financial situation and minimize tax liabilities.
Marketing & Personal Branding: Stay updated on financial market trends, economic indicators, and investment products to provide timely and relevant advice.
Business Financial Structuring: Create a tailored framework for managing finances effectively to assist business owners in optimizing their financial resources, reducing risks, and enhancing profitability.
Client Education: Educate clients on financial concepts, investment options, and the importance of financial planning to empower them to make informed decisions.
Minimum requirements:
Matric.
Own reliable vehicle and laptop.
Bachelor’s degree (BCom, BA, LLB, or related degree)
Must be bilingual – English and Afrikaans.
Advantageous:
Experience in sales/key accounts/customer relations/marketing/business development.
Good interpersonal skills and ability to build and maintain quality client relationships.
Resilient, competitive, ambitious, confident, positive attitude and entrepreneurial spirit.
Ethical mindset, strong value system, and team-orientated.
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