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Wealth Creation Consultant

1 week ago

Durban, KwaZulu-Natal, South Africa NedBank Full time

About the Role

We are looking for an experienced Wealth Creation Consultant to provide financial expertise and wealth creation advice to Nedbank clients in Durban.

Job Description
  • Analyse clients' financial statuses to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance or other information needed to develop a bespoke financial plan.
  • Examine and suggest financial solutions and strategies for the financial plan, taking into account clients' changing life or economic circumstances, needs and requirements.
  • Assist clients in implementing their plans and carry out financial transactions.
Essential Qualifications
  • Matric / Grade 12 / National Senior Certificate
  • Diploma
Preferred Qualifications

Certificate: Financial Planning

Behavioural Competencies
  • Sales Disposition
  • Building Trusting Relationships
  • Energy
  • Adaptability