Premier Advisor Ii

About us, purpose, experience and qualifications

**about us**:

- make a promise
- be deeply invested
- value our differences
- build trust, not territory
- have courage
- always do the right thing

**purpose**:
To proactively grow the balance sheet of a allocated customer, deliver exceptional experience and education to portfolio of clients on 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

**experience and qualifications**:

- Minimum Qualification - Relevant Qualification on accredited FSCA List, RE5
- Preferred Qualification - Relevant FAIS accredited degree, CFP, Fit and proper, experience in FAIS-relevant Money Manager Subcategories
- Experience - 3 to 5 years experience in a similar environment, of which 1 to 2 years ideally at a junior specialist level
- Additional Knowledge - Core product knowledge and linked pricing
- Full understanding of money management principles
- Sound working knowledge of required business-related systems
- Sound working knowledge of Banking and Financial Services Regulatory requirements
- Non-complex Wealth management creation and accumulation knowledge
- Non-complex protection or risk knowledge
- Ability to plan and organize work independently
- Proven track record in servicing a portfolio of clients and in acquisition of new relationships
- Knowledge of global financial markets and current affairs
- Ability to match client needs with appropriate product solutions
- Sound knowledge of the Bank's risk and other mandates to ensure exercising good commercial judgment while representing the Bank's and the shareholders’ interests always