Private Wealth Advisor-2

Firstrand

Wealth creation and protection
Client relationship management
Compliance with legislative requirements
The role focuses on delivering exceptional experiences and education to Private Wealth clients

Job Summary

  • The role focuses on delivering exceptional experiences and education to Private Wealth clients.
  • Advisors will identify opportunities for revenue growth and provide appropriate banking solutions.
  • The position emphasizes compliance and adherence to organizational values and service standards.

Matching Summary

The role focuses on delivering exceptional experiences and education to Private Wealth clients.

Skills & Requirements

Must-have

  • wealth creation and protection
  • client relationship management
  • compliance with legislative requirements

Nice-to-have

  • collaborative team environment
  • customer service excellence
  • process improvement mindset

Key Requirements

  • experience in wealth management
  • knowledge of fiduciary opportunities
  • ability to achieve sales targets

Work Rights

Not specified

Tailored Resume

Cover Letter