Private Banking Advisor
2 days ago
This is an exciting opportunity to join our team as an Executive Financial Planner. In this role, you will have the chance to work with a talented team of professionals who are passionate about delivering exceptional service to our clients.
Responsibilities:
- Develop and maintain strong relationships with clients to understand their financial needs and objectives
- Conduct financial needs assessments and develop tailored financial plans
- Implement strategies to achieve client financial goals and objectives
Requirements:
- NQF level 7 Qualification (Advanced Diploma OR Degree) with 120 credits or qualification aligned with FAIS and FSCA requirements
- 3-5 years' experience in a sales environment, specifically intermediary services for banking and insurance categories
- Strong understanding of financial industry regulatory frameworks and legal compliance
We offer a competitive salary package, excellent benefits, and opportunities for career advancement. If you are a motivated and experienced professional looking for a new challenge, please apply today
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