Private Client Advisor
2 weeks ago
**Responsibilities are, but not limited to**:
- Conduct Client reviews within context of engagement and market all financial services solutions withing the relevant business offering
- Participated in planned activities that are appropriate for own development
- Ensure Compliance to legislative and audit requirements and adherence to relevant processes
- Identify and utilise opportunities for revenue growth to deliver on sales targets
- Prevent wastage and identify process improvements to contain and reduce costs
**Qualifications and Experience**
- Minimum Qualifications - Relevant Educational and professional background Degree in Banking, Finance, Economics and Accounting
- RE 5
- Preferred Qualification - Certified Financial Planner (CFP)
- Experience - 3-5 years in similar environment (Strong background in Banking/Investment/Financial Planning/ Wealth Management
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Student Advisor
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