Private Advisor

Are you someone who can:
• Deliver exceptional experience and education to Private Clients/Private Clients of our Client' 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.
You will be an ideal candidate if you:
• 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’ experience within a Sales/Service area of a financial environment.
You will have access to:
• Opportunities to network and collaborate.
• Earn basic guaranteed rewards with uncapped earning potential.
• Opportunities to innovate.
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.
Are you interested to take the step? We look forward to engaging with you further. Apply now!