Private Wealth Advisor

RMB

Remote
Remote
Wealth creation and protection tactics
Money management principles
Market financial services solutions
RMB is seeking a Private Wealth Advisor to deliver exceptional service and education to clients regarding wealth management. The ideal candidate should possess relevant qualifications, experience in financial sales, and a commitment to building strong client relationships

Job Summary

  • Deliver exceptional experience and education to Private Wealth clients on basic wealth creation, accumulation and overall protection tactics to increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principles.
  • Assist with profit growth for the business through ensuring effective management of the leads pipeline.
  • Earn basic guaranteed rewards with uncapped earning potential.

Matching Summary

Match Score: 85

RMB is seeking a Private Wealth Advisor to deliver exceptional service and education to clients regarding wealth management. The ideal candidate should possess relevant qualifications, experience in financial sales, and a commitment to building strong client relationships.

Skills & Requirements

Must-have

  • Wealth creation and protection tactics
  • Money Management principles
  • Market financial services solutions
  • Manage leads pipeline
  • High-quality outputs within deadlines

Nice-to-have

  • Build sound relationships
  • Service excellence culture
  • Curious and courageous
  • Obsessed with mastery

Key Requirements

  • Relevant NQF level 7 FSCA approved Degree
  • RE5 Regulatory Compliance Certificates
  • 3 to 5 years' experience in Sales/Service
  • Signed off on FAIS categories

Work Rights

Not specified

Tailored Resume

Cover Letter