Highly Skilled Private Wealth Manager

2 weeks ago


Richards Bay, KwaZulu-Natal, South Africa The Recruitment Council Full time

The Recruitment Council is seeking a highly skilled Private Advisor to join our esteemed client, a prestigious and well-established banking institution. As a seasoned financial advisory expert with a passion for providing exceptional client service, you will thrive in a dynamic environment where your expertise is valued and your career can grow.

Key Responsibilities:
  • Deliver exceptional experience and education to the company's 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.

To be successful in this role, you will require:

Requirements:
  • A relevant NQF level 7 FSCA Approved Degree.
  • RE5 Regulatory Compliance Certificates with relevant COB (Class of Business) and meet all requirements on SUB-CATS.
  • 3-5 years of experience within a Sales/Service area of a financial environment.

You will have access to:

  • Opportunities to network and collaborate.
  • Earn a basic guaranteed reward with uncapped earning potential.
  • Opportunities to innovate and grow professionally.

This role offers a competitive salary package, including an estimated annual salary of $80,000 - $120,000, commensurate with experience. If you are a driven and ambitious individual looking to take your career to the next level, we encourage you to apply.



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