Private Advisor Affluent

RMB

Base: guaranteed rewards; bonus/equity: uncapped e...
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Wealth creation and accumulation tactics
Vertical sales index (vsi) increase
Client retention and entrenchment
** RMB is seeking a Private Advisor to deliver exceptional experiences and education to affluent clients regarding wealth creation and management. The ideal candidate will possess a relevant degree, regulatory compliance certificates, and 3-5 years of experience in a financial sales or service role. This position offers opportunities for networking, uncapped earning potential, and a culture focused on service excellence. **

Job Summary

  • The role focuses on delivering exceptional experience and education to private clients regarding wealth creation and protection.
  • Candidates will drive client retention and increase the vertical sales index through contextual money management principles.
  • The position offers uncapped earning potential alongside opportunities to network, collaborate, and innovate within a team of experts.

Matching Summary

Match Score: 75

** RMB is seeking a Private Advisor to deliver exceptional experiences and education to affluent clients regarding wealth creation and management. The ideal candidate will possess a relevant degree, regulatory compliance certificates, and 3-5 years of experience in a financial sales or service role. This position offers opportunities for networking, uncapped earning potential, and a culture focused on service excellence. **

Salary

Base: guaranteed rewards; Bonus/Equity: uncapped earning potential; Benefits: Not specified

Skills & Requirements

Must-have

  • wealth creation and accumulation tactics
  • vertical sales index (VSI) increase
  • client retention and entrenchment
  • financial services solutions marketing
  • leads pipeline management

Nice-to-have

  • build sound relationships based on trust
  • curious and courageous mindset
  • obsessed with mastery
  • culture of service excellence

Key Requirements

  • NQF level 7 FSCA approved Degree
  • RE5 Regulatory Compliance Certificates
  • 3 to 5 years financial sales experience
  • Signed off on FAIS categories

Work Rights

Not specified

Tailored Resume

Cover Letter