Private Wealth Advisor
Posted on 2025-02-27
| Employer | The Hiring House |
|---|---|
| Salary | 0 |
| Category | Finance Accounting |
| Location | Gauteng / Gauteng |
Job Summary
– Deliver exceptional experience and education to Private Clients on basic
wealth creation, accumulation.
– Increase vertical sales index (VSI) and drive client retention and entrenchment through using
contextual Money Management principles.
– Understand and market all financial services solutions within the relevant business offering.
– Assist with profit growth for the business through ensuring effective management of the leads
pipeline.
– Produce consistently high-quality outputs within agreed deadlines.
Qualifications & Experience
– Minimum Qualification – Relevant NQF level 7 FSCA approved Degree.
– RE5 Regulatory Compliance Certificates with relevant COB (Class of Business) Meet all requirements
on SUB-CATS.
– Experience – 3 to 5 years’ experience within a Sales/Service area of a financial environment.
Private Wealth Advisor position available in Gauteng, Gauteng. This job position was posted by The Hiring House. The job has been posted as a char8000 ad on 2025-02-27 at 01:06:49 in the Finance Accounting category
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