Private Advisor

3 weeks ago

Johannesburg, South Africa Mindworx Full time

As a Private Advisor, you will play a crucial role in providing personalized financial advice and guidance to our high-net-worth clients. You will work closely with clients to understand their financial goals and develop customized strategies to help them achieve their objectives.

We are committed to delivering exceptional service and exceeding client expectations. If you have a passion for finance and a desire to make a positive impact on the lives of individuals and families, we invite you to join our team.

Requirements

  • Relevant NQF7 Level Degree in Finance, Economics or Accounting (FSCA recognised)
  • Completed RE5 qualification
  • RE5 Regulatory Compliance Certificates with relevant COB (Class of Business)
  • Meet all requirementson SUB-CATS.
  • PreferreRE5 Regulatory Compliance Certificates with relevant COB (Class of Business) Meet all requirements
  • on SUB-CATS.d Qualification for Wealth Advisor - Certified Financial Planner (CFP)
  • Experience - 3 to 8 years’ experience in Investment, Financial Planning, Wealth and risk and client facing environment.
  • Completed relevant COB (Class of Business)
  • Full understanding of money management principles and holistic approach including banking and lending
  • Candidates are required to have sign-off on the following sub-categories:
    • 1.3 Long-Term Insurance subcategory B1
    • 1.4 Long-Term Insurance subcategory C
    • 1.5 Retail Pension Benefits
    • 1.14 Participatory Interests in a Collective

Investment Scheme

    • 1.17 Long-term Deposits (advantage)
    • 1.18 Short-term Deposits (advantage)
    • 1.22 Long-term Insurance subcategory B1-A

Responsibilities:

  • Deliver exceptional experience and education to Private Clients/Private Clients RMB clients on basic wealth creation, 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.

We can be a match if you are:

  • Signed off for supervision of all your SUB-CATS
  • Able to build sound relationships based on trust and openness.
  • Ensure growth and increase in customer base by ensuring the management of existing clients, generates new leads and grows active customer account base.
  • Comply with relevant statutory, legislative, policy and governance requirements as well as set processes and procedures related to area of specialization.

Benefits

  • Opportunities to network and collaborate.
  • Earn basic guaranteed rewards with uncapped earning potential.
  • Opportunities to innovate.

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