Private Client Advisor

RMB

Base: guaranteed rewards; bonus/equity: uncapped e...
Wealth creation and accumulation expertise
Contextual money management principles
Pipeline management for profit growth
The role focuses on delivering exceptional education to private clients regarding wealth creation, accumulation, and protection tactics

Job Summary

  • The role focuses on delivering exceptional education to private clients regarding wealth creation, accumulation, and protection tactics.
  • Candidates will be responsible for increasing the vertical sales index and driving client retention through effective 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 education to private clients regarding wealth creation, accumulation, and protection tactics.

Salary

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

Skills & Requirements

Must-have

  • Wealth creation and accumulation expertise
  • Contextual Money Management principles
  • Pipeline management for profit growth
  • Client retention and entrenchment strategies

Nice-to-have

  • Curious and courageous mindset
  • Obsessed with mastery of skills
  • Building trust-based relationships
  • 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