Private Advisor

Firstrand

Wealth creation and accumulation
Client retention strategies
Financial services marketing
Deliver exceptional experience and education to Private Clients on wealth creation

Job Summary

  • Deliver exceptional experience and education to Private Clients on wealth creation.
  • Assist with profit growth through effective management of the leads pipeline.
  • Drive client retention and entrenchment using contextual Money Management principles.

Matching Summary

Deliver exceptional experience and education to Private Clients on wealth creation.

Skills & Requirements

Must-have

  • Wealth creation and accumulation
  • Client retention strategies
  • Financial services marketing

Nice-to-have

  • Entrepreneurial mindset
  • Service excellence culture
  • Collaboration and networking

Key Requirements

  • Relevant NQF level 7 bachelor's degree
  • 3 to 5 years experience in financial services
  • RE5 Regulatory Compliance Certificate

Work Rights

Not specified

Tailored Resume

Cover Letter