Financial Advisor | Durban

Role: Financial Advisor Category: Wealth Management Location: Durban Are you a seasoned financial professional with a passion for guiding clients through complex investment and retirement landscapes? Key Responsibilities: As a Financial Advisor, you will provide personalized advice with a focus on investment portfolios, retirement planning, and wealth preservation. Your core duties will include: Tailored Financial Planning: Conducting in-depth needs analyses to develop financial plans aligned with clients'' life goals. Retirement Expertise: Developing and implementing strategies for South African retirees and expatriates to ensure lifestyle sustainability. Investment Guidance: Advising on offshore options, annuities, living annuities, and tax-efficient drawdown strategies. Cross-Border Advisory: Navigating complex issues such as foreign pensions, dual tax residency, currency risk, and international estate planning. Client Relationship Management: Building long-term relationships based ...