Private Advisor Affluent

Job Description

Responsibilities

• Deliver exceptional experience and education to Private Clients/Private Clients RMB clients on basic wealth creation, 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.

Ideal Candidate Qualifications

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