Job Description

Are you a seasoned financial advisory expert with a passion for providing exceptional client service? Do you thrive in dynamic environments where your expertise is valued and your career can grow? Our client is a prestigious and well-established banking institution in their search for a highly skilled Private Advisor.Responsibilities:

• Deliver exceptional experience and education to the companys private clients on basic wealth creation and accumulation.
• Increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principles.
• Understand and market all financial services solutions within the relevant business offering.
• Assist with profit growth for the business through ensuring effective management of the leads pipeline.
• Produce consistently high-quality outputs within agreed deadlines.

Experience and Qualifications:

• Relevant NQF level 7 FSCA Approved Degree.
• RE5 Regulatory Compliance Certificates with relevant COB (Class of Business) Meet all requirements on SUB-CATS.
• Experience - 3 to 5 years experience within a Sales/Service area of a financial environment.

You will have access to:

• Opportunities to network and collaborate.
• Earn basic guaranteed rewards with uncapped earning potential.
• Opportunities to innovate.

Competencies:

• Signed off for supervision of all your SUB-CATS
• Able to build sound relationships based on trust and openness.
• Ensure growth and increase in customer base by ensuring the management of existing clients, generating new leads and growing active customer account base.
• Comply with relevant statutory, legislative, policy and governance requirements as well as set processes and procedures related to the area of specialisation.

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