Private Wealth Advisor

4 weeks ago

East London, South Africa FirstRand Full time

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 deliver exceptional experience and education to Private Wealth or RMBPB 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**experience and qualifications**:

- Minimum Qualification - Degree in Finance, Economics or Accounting
- Preferred Qualification - Certified Financial Planner (CFP)
- Experience - 3 to 5 years experience in a Banking, Investment, Financial Planning, Wealth Management, and client facing environment
- Additional Knowledge - Full understanding of money management principles
- Sound working knowledge of required business-related systems
- Sound working knowledge of Banking and Financial Services Regulatory requirements
- Knowledge on wealth management creation and accumulation
- Wealth protection or risk knowledge
- Excellent project management skills and able to plan and organize work independently
- Proven track record in servicing a portfolio of clients and in acquisition of new relationships
- Excellent 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

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