Private Advisor | Pietermaritzburg

Pietermaritzburg, KwaZulu-Natal, South Africa

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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Job Detail

  • Job Id
    JD1343029
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Pietermaritzburg, KwaZulu-Natal, South Africa
  • Education
    Not mentioned