Private Advisor Job in Durban
Job Description
Private Advisor Job. A Private Advisor plays a pivotal role in providing personalized financial guidance and wealth management solutions to high-net-worth individuals, families, and business owners. This position requires a deep understanding of investment strategies, tax planning, estate planning, and risk management tailored to meet the unique needs and goals of each client. With a focus on building long-term relationships, a Private Advisor offers expert advice, innovative solutions, and exceptional service to help clients preserve and grow their wealth effectively.
Responsibilities of Private Advisor Job
- Deliver exceptional experience and education to Private Clients/Private Clients RMB clients on basic wealth creation, and 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 by ensuring effective management of the leads pipeline.
- Produce consistently high-quality outputs within agreed deadlines.
Requirements
- Minimum Qualification – Relevant NQF level 7 FSCA approved Degree.
- RE5 Regulatory Compliance Certificates with relevant COB (Class of Business) Meet all requirements on SUB-CATS.
- Experience – 3 to 5 years of experience within a Sales/Service area of a financial environment.
- Opportunities to network and collaborate.
- Earn basic guaranteed rewards with uncapped earning potential.
- Opportunities to innovate.
- 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, generating new leads, and growing active customer account base.
- Comply with relevant statutory, legislative, policy, and governance requirements as well as set processes and procedures related to the area of specialization.
