Private Clients Advisor

Responsibilities

• Deliver exceptional experience and education to Private Clients and RMB clients on basic wealth creation and accumulation.
• Increase Vertical Sales Index (VSI) and drive client retention and entrenchment by applying contextual Money Management principles.
• Understand and market all financial services solutions within the relevant business offering.
• Assist with profit growth for the business through effective management of the leads pipeline.
• Produce consistently high‑quality outputs within agreed deadlines.

Qualifications

• Relevant NQF Level7 FSCA‑approved degree.
• RE5 Regulatory Compliance Certificates with relevant Class of Business (COB).
• Meet all requirements on SUB‑CATS.
• 3 to5years of experience within a sales or service area of a financial environment.
• Signed off for supervision of all your SUB‑CATS.
• Ability to build...