Private Advisor | Port Elizabeth

Recruiter:

The Recruitment Council

Job Ref:

Private Advisor | Po..

Date posted:

Tuesday, September 3, 2024

Location:

PortElizabeth, South Africa

Salary:

Market-Related

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.

Private Advisor | Port Elizabeth

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