Private Wealth Advisor

RMB / FNB

Base: guaranteed rewards; bonus/equity: uncapped e...
Deliver wealth creation education to clients
Increase vertical sales index vsi
Manage leads pipeline for profit growth
The role focuses on delivering exceptional experience and education to Private Wealth clients regarding wealth creation, accumulation, and protection tactics

Job Summary

  • The role focuses on delivering exceptional experience and education to Private Wealth clients regarding wealth creation, accumulation, and protection tactics.
  • Candidates are expected to increase the vertical sales index (VSI) and drive client retention 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

The role focuses on delivering exceptional experience and education to Private Wealth clients regarding wealth creation, accumulation, and protection tactics.

Salary

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

Skills & Requirements

Must-have

  • deliver wealth creation education to clients
  • increase vertical sales index VSI
  • manage leads pipeline for profit growth
  • market financial services solutions

Nice-to-have

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

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter