Job 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.

Private Wealth Advisor

As part of our Private Banking and Advisory Team, you will be a member of a dynamic and growth‑focused environment.

Responsibilities Provide appropriate banking and financial solutions across an allocated portfolio of clients. Conduct client reviews within the context of client engagements and market all financial services solutions within the relevant business offering. Identify local and offshore fiduciary opportunities and advise on client philanthropy. Identify and utilise opportunities for revenue growth to deliver on sales targets. Achieve revenue and profit targets by growing portfolio base, providing independent holistic advice and solutions th...