Private Client Advisor
On-siteCape Town, Western Cape, South Africa
Job Summary
Deliver exceptional experience and education to RMB Affluent clients on basic wealth creation, accumulation, and protection tactics to increase vertical sales index and drive retention. Provide appropriate banking and financial solutions across an allocated portfolio, identify fiduciary opportunities, and advise on client philanthropy. Conduct client reviews within engagements and market relevant financial services solutions while ensuring compliance to legislative and audit requirements. Build working relationships across teams to enhance collaboration and innovation, and participate in planned development activities. Maintain customer service excellence aligned to organizational values and prevent wastage to reduce costs.
Required Qualifications
- Relevant NQF7 Level Degree in Finance, Economics or Accounting
- Completed RE5 qualification
- 3 to 5 years' experience in a Banking, Investment, Financial Planning, Wealth Management, and client facing environment
- Full understanding of money management principles
- Sign-off on 1.3 Long-Term Insurance subcategory B1
- Sign-off on 1.4 Long-Term Insurance subcategory C
- Sign-off on 1.5 Retail Pension Benefits
- Sign-off on 1.14 Participatory Interests in a Collective Investment Scheme
- Sign-off on 1.17 Long-term Deposits
- Sign-off on 1.18 Short-term Deposits
- Sign-off on 1.22 Long-term Insurance subcategory B1-A
- Sound working knowledge of required business-related systems
- Sound working knowledge of Banking and Financial Services Regulatory requirements
- Knowledge on wealth management creation and accumulation
- Wealth protection or risk knowledge
- Excellent project management skills and able to plan and organize work independently
- Proven track record in servicing a portfolio of clients and in acquisition of new relationships
- Excellent knowledge of global financial markets and current affairs
- Ability to match client needs with appropriate product solutions
- Sound knowledge of the Bank's risk and other mandates to ensure exercising good commercial judgment while representing the Bank's and the shareholders' interests always
- Credit record check
Desired Qualifications
- Certified Financial Planner (CFP)
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.