Purpose of the role To deliver exceptional experience and education to Private Wealth/RMBPB 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 Minimum Qualification Relevant educational and professional background. Degree in Finance, Economics or Accounting. FAIS RE5 Accreditation Required Preferred Qualification Certified Financial Planner (CFP) Professional Registrations FPI (Financial Planning Institute) Compliance in Money Manager Subcategories Experience 5 to 7 years experience in a Banking, Investment, Financial Planning, Wealth Management, and client facing environment of which 1 – 2 years ideally at a junior specialist level Experience in analysing and interpreting complex personal and juristic financial statements. Experience in providing tailored wealth management solutions with extensive knowledge in Fiduciary and Estate Planning. Preferably willing to work in a complex environment with multiplayers. Knowledge Required Full understanding of money management principles Sound working knowledge of required business-related systems Sound working knowledge of Banking and Financial Services Regulatory requirements Knowledge on wealth management creation and accumulation Wealth protection/risk knowledge Excellent project management skills and able to plan and organize work independently Proven track record in servicing a portfolio of clients and in acquisition of new relationships Excellent knowledge of global financial markets and current affairs Ability to match client needs with appropriate product solutions Sound knowledge of the Bank’s risk and other mandates to ensure exercising good commercial judgment while representing the Bank’s and the shareholders interests always

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