Our prestigious banking client is seeking Private Advisors (Affluent sector) for a full-time, permanent, hybrid role. The individual must be committed to providing exceptional service and education to private bank clients regarding wealth protection, creation and accumulation strategies. They must also be dedicated in sharing this commitment and help foster client retention and loyalty through effective financial management principles and enhance vertical sales. FAIS Accredited, NQF level 7 & an RE5 required. This Advisor role is for anyone wanting to build a long-term career with a top private bank in SA. Responsibilities:
Implement financial management strategies
Foster family engagement and loyalty
Drive profit and balance sheet growth
Oversee portfolio management Requirements
Qualifications:
Minimum Requirement: FAIS-accredited NQF Level 7 and a RE5
Preferred Qualification: CFP membership
Will have worked in banking or insurance
Experience:
At least 4 ...