Private Wealth Advisor

2 weeks ago

East London, South Africa Kamo Placement Full time

Eastern Cape, East London
- Annually Cost To Company (Market related, Negotiable)

To deliver exceptional experience and education to Private Wealth or 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

**JOB DESCRIPTION**
- Identify Local and Offshore fiduciary opportunities and advise on client philanthropy
- Participate in planned activities that are appropriate for own development
- Build working relationships across teams and functional lines to enhance work delivery, collaboration and innovation
- Identify and utilise opportunities for revenue growth to deliver on sales targets
- Provide appropriate banking and financial solutions across an allocated portfolio of clients
- Develop, encourage and nurture collaborative relationships within company and/or across the company
- Achieve revenue and profit targets by growing portfolio base, providing independent holistic advice and solutions that ensure revenue and profit growth

**JOB REQUIREMENTS**

**Qualifications and Experience**:

- **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

For more information please contact:

- margret chifamba

  • Private Banking Analyst

    4 weeks ago

    East London, South Africa Afrizan People Intelligence Full time

    **Role** To assist in proactively managing a portfolio of Private Wealth Clients with a team of Private Bankers through provision of analysis, research and sales and service fulfilment with the intent of identifying additional opportunities for banking new clients and growing a portfolio of existing clients through effective stakeholder...

  • Paraplanner

    2 weeks ago

    East London, South Africa Headhunters Full time

    Requirements:4-5 years' experience in the financial services industry.Relevant tertiary education or courses essential.Exposure to financial planning is essential.Understanding of FAIS and FICA legislation essential. Must be computer literate in Microsoft Office and Sharepoint; XPlan, IWP and PGP will be advantageous. Responsibilities, but not limited to:1....

  • Paraplanner

    2 weeks ago

    East london, South Africa Adzuna ZA B C2 Full time

    Requirements:4-5 years' experience in the financial services industry.Relevant tertiary education or courses essential.Exposure to financial planning is essential.Understanding of FAIS and FICA legislation essential. Must be computer literate in Microsoft Office and Sharepoint; XPlan, IWP and PGP will be advantageous. Responsibilities, but not limited...

  • Paraplanner

    1 month ago

    East London, South Africa Ultra Personnel Full time

    The Paraplanner supports the Financial Planning Partner(s) in the data fulfilment and preparation of Financial Plans for clients. The Paraplanner is required to collaborate very closely with the Financial Planning Partner and Assistant, as well as liaising with the regional Business Development Manager when necessary. The Paraplanner takes responsibility...