Private Client Advisor Job in Bellville
Job Description
Private Client Advisor Job. The Private Client Advisor position at Willowbridge in Bellville offers a dynamic opportunity within the financial sector. As a trusted liaison between the firm and its discerning clientele, the Private Client Advisor plays a pivotal role in providing tailored financial guidance and solutions. With a focus on personalized service and deep industry knowledge, they cultivate lasting relationships, ensuring clients’ financial objectives are met with precision and care. This role requires a combination of expertise in wealth management, investment strategies, and exemplary communication skills to deliver bespoke financial solutions that align with clients’ unique needs and aspirations.
Responsibilities of Private Client Advisor Job
- Able to build sound relationships based on trust and openness.
- Achieving revenue and profit targets by growing portfolio base.
- Providing independent holistic advice, and solutions that ensure revenue and profit growth in line with stated KPIs across the Insure, Investments, Loans & Transact Pillar, and Products.
- Contribute to a culture of service excellence, which builds positive relationships and provides opportunities for feedback and exceptional service.
- To deliver exceptional experience and education to Private Clients on basic wealth creation, accumulation, and overall protection tactics to increase vertical sales index (VSI).
Requirements
- Deliver exceptional experience and education to Private 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.
Experience
- Minimum Qualification – Relevant NQF level 7 FSCA Approved Degree.
- RE5 Regulatory Compliance Certificates with relevant COB (Class of Business) – Essential.
- Preferred Qualification – Certified Financial Planner (CFP).
- Experience – 3 to 5 years of experience within a Sales/Service area of a financial environment.
- Strong background in Banking /Investment / Financial Planning / Wealth Management.
