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Private Banking Expert

1 week ago

Randburg, Gauteng, South Africa First Degree Recruitment Full time

Join our dynamic team as a Financial Services Specialist and help us shape the future of financial services.

Key Responsibilities:

You will be responsible for delivering exceptional client experiences and educating private banking clients on wealth creation and accumulation strategies. You will also be responsible for increasing VSI and driving client retention and entrenchment through contextual money management principles.

  • You will deliver exceptional client experiences and educate private banking clients on wealth creation and accumulation strategies.
  • You will increase VSI and drive client retention and entrenchment through contextual money management principles.

To succeed in this role, you will need:

  • A relevant FSCA-approved NQF Level 7 or higher qualification.
  • A RE5 regulatory compliance certificate.
  • Completed Class of Business in Long Term Insurance, Investments, and Pension Benefits.
  • A minimum of 3 years' experience within the financial services industry.
Our Team:
  • Opportunities to network and collaborate.
  • Earn basic guaranteed rewards with uncapped earning potential.
  • Opportunities to innovate and grow professionally.

We are committed to creating a positive and inclusive work environment.