Private Advisor Wealth

Responsibilities

• Deliver exceptional experience and education to Private Clients on basic wealth creation and accumulation.
• Increase vertical sales index (VSI) and drive client retention and entrenchment through the use of 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.

Qualifications

• Minimum qualification: Relevant NQF level 7 FSCA approved degree.
• RE5 Regulatory Compliance certificates with relevant Class of Business.
• Experience: 3 to 5 years in a sales or service area of a financial environment.
• Signed off on FAIS categories.

Benefits

• Opportunities to network and collaborate. <...