Private Wealth Advisor

6 days ago

Cape Town, South Africa Kamo Placement Full time

Western Cape, CPT - CBD
- 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

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