Private Advisor | Port Elizabeth
Recruiter:
The Recruitment Council
Job Ref:
Private Advisor | Po..
Date posted:
Tuesday, September 3, 2024
Location:
PortElizabeth, South Africa
SUMMARY:
Private Advisor | Port Elizabeth
POSITION INFO:
Are you a seasoned financial advisory expert with a passion for providing exceptional client service? Do you thrive in dynamic environments where your expertise is valued and your career can grow? Our client is a prestigious and well-established banking institution in their search for a highly skilled Private Advisor.
Responsibilities:
- Deliver exceptional experience and education to the company’s private clients on basic wealth creation and 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.
Experience and Qualifications:
- Relevant NQF level 7 FSCA Approved Degree.
- RE5 Regulatory Compliance Certificates with relevant COB (Class of Business) Meet all requirements on SUB-CATS.
- Experience - 3 to 5 years experience within a Sales/Service area of a financial environment.
You will have access to:
- Opportunities to network and collaborate.
- Earn basic guaranteed rewards with uncapped earning potential.
- Opportunities to innovate.
Competencies:
- Signed off for supervision of all your SUB-CATS
- Able to build sound relationships based on trust and openness.
- Ensure growth and increase in customer base by ensuring the management of existing clients, generating new leads and growing active customer account base.
- Comply with relevant statutory, legislative, policy and governance requirements as well as set processes and procedures related to the area of specialisation.
