Private Advisor | Rustenburg

4 months ago

Rustenburg NorthWest, South Africa The Recruitment Council Full time

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 companys 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.

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