Private Advisor

RMB

Basic guaranteed rewards; uncapped earning potenti...
Fsca approved bachelor's degree
Re5 regulatory compliance certificates
3 to 5 years sales experience
The role focuses on delivering exceptional education and experiences to private clients regarding wealth creation and accumulation

Job Summary

  • The role focuses on delivering exceptional education and experiences to private clients regarding wealth creation and accumulation.
  • Candidates are expected to drive client retention and increase vertical sales indices through contextual money management principles.
  • The position offers uncapped earning potential alongside a basic guaranteed reward structure within a service excellence culture.

Matching Summary

The role focuses on delivering exceptional education and experiences to private clients regarding wealth creation and accumulation.

Salary

Basic guaranteed rewards; Uncapped earning potential; Not specified

Skills & Requirements

Must-have

  • FSCA approved bachelor's degree
  • RE5 Regulatory Compliance Certificates
  • 3 to 5 years sales experience
  • Relationship-driven client management
  • Holistic financial advice delivery

Nice-to-have

  • Certified Financial Planner designation
  • Entrepreneurial incentive-driven mindset
  • Offshore fiduciary expertise
  • Philanthropic advisory capabilities
  • Contextual Money Management principles

Key Requirements

  • NQF level 7 FSCA approved bachelor's degree
  • RE5 Regulatory Compliance Certificates with COB
  • Supervision by relevant KI signed off
  • 3 to 5 years in financial sales/service
  • Clean credit record per National Credit Act

Work Rights

Not specified

Tailored Resume

Cover Letter