Private Wealth Advisor

Description

To deliver an exceptional experience for Private Wealth clients, focusing on foundational strategies for wealth creation, accumulation, and protection. This job applies relevant Money Management principles to deepen client engagement, drive Vertical Sales Index (VSI) growth, and strengthen long-term client retention and entrenchment.

Requirements:
Must have - 3 to 5 years financial advise/planning experience
Must have - NQF level 7 - FSCA approved/recognized qualification
Must have - RE5
Banking experience advantageous

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Identify Local and Offshore fiduciary opportunities and advise on client philanthropy.

Participate in planned activities that are appropriate for own development.

Build working relationships across teams and functional lines to enhance work delivery, collaboration and innovation.

Identify and utilise opportunities for revenue growth to ...

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