Salary ZAR600000 - ZAR800000 per annum
Consultant Megan Roberts
Date posted 04 June 20192019-06-04 2019-08-03 banking Johannesburg Gauteng Corner Rivonia Rd and Grayston Drive ZA ZAR 600000 800000 800000 YEAR Robert Walters https://www.robertwalters.co.za https://www.robertwalters.co.za/content/dam/robert-walters/global/images/logos/web-logos/square-logo.png
Looking for a Chartered Accountant to join a well-established and reputable Financial Service Provider. This is an excellent opportunity to be in a client facing role working with HNWI's and stakeholders across the business.
Responsibilities include but are not limited to:
- Provide financial advice to clients
- Conduct analysis of the client's financial affairs, run a risk inventory and develop a financial plan
- Perform annual financial reviews with clients
- There is a sales element to this role - you need to be able to engage effectively with internal stakeholders from other divisions in order to gain access to clients.
- Assist with the distribution of life insurance products
- Qualified CA(SA) with 1 - 4 years PQE
- Understanding of long-term insurance
- Strong tax knowledge
- Stakeholder engagement experience
- Strong interpersonal skills