Private Wealth Advisor

Description

To deliver exceptional experience and education to Private Wealth clients on basic wealth creation, accumulation and overall protection tactics to increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principles.

Requirements:
Must have an FSCA approved NQF level 7
Must have RE5
Required Sub cats - 1.3 1.4 1.5 1.14
Financial advice/advisory experience/Investment experience is required

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 deliver on sales targets.

Provide appropriate banking and financial solutions across an allocated portfolio of...