Private Client Advisor

Firstrand

Wealth creation and accumulation
Client retention and entrenchment
Financial services solutions marketing
The role focuses on enhancing client experiences and educating them on wealth management

Job Summary

  • The role focuses on enhancing client experiences and educating them on wealth management.
  • Candidates will have opportunities for networking and collaboration, with uncapped earning potential.
  • The position emphasizes building trust-based relationships and ensuring compliance with governance requirements.

Matching Summary

The role focuses on enhancing client experiences and educating them on wealth management.

Skills & Requirements

Must-have

  • Wealth creation and accumulation
  • Client retention and entrenchment
  • Financial services solutions marketing

Nice-to-have

  • Curious and courageous mindset
  • Obsessed with mastery
  • Service excellence culture

Key Requirements

  • Relevant NQF level 7 degree
  • 3 to 5 years in financial sales/service
  • RE5 Regulatory Compliance Certificate

Work Rights

Not specified

Tailored Resume

Cover Letter