Private Client Advisor
On-siteJohannesburg, Gauteng, South Africa
Job Summary
Deliver exceptional experience and education to Private Clients on wealth creation and accumulation. Increase vertical sales index and drive client retention using contextual Money Management principles. Understand and market all financial services solutions within the relevant business offering. Assist with profit growth by ensuring effective management of the leads pipeline. Produce consistently high-quality outputs within agreed deadlines. Ensure growth and increase in customer base by managing existing clients, generating new leads, and growing the active customer account base. Comply with relevant statutory, legislative, policy, and governance requirements. Minimum qualification is a relevant NQF level 7 FSCA approved degree with RE5 Regulatory Compliance Certificates. 3 to 5 years' experience within a Sales/Service area of a financial environment is required.
Required Qualifications
- Minimum Qualification - Relevant NQF level 7 FSCA approved Degree
- RE5 Regulatory Compliance Certificates with relevant COB (Class of Business)
- Meet all requirements on SUB-CATS
- 3 to 5 years' experience within a Sales/Service area of a financial environment
- Signed off for supervision of all your SUB-CATS
- Able to build sound relationships based on trust and openness
- Comply with relevant statutory, legislative, policy and governance requirements as well as set processes and procedures related to area of specialization
- In accordance with National Credit Act (NCA) candidates applying for this role will require a credit record check
- You must not be an unrehabilitated insolvent
Desired Qualifications
- If your track record in wealth management precedes you and you meet the above requirements, we would like to have a conversation with you
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