Job Description
About the Role
We are seeking an experienced Private Wealth Advisor to join our team in Johannesburg. As a key member of our wealth management division, you will be responsible for providing holistic advice and solutions to clients, driving revenue growth, and ensuring compliance with legislative requirements.
Key Responsibilities
- Achieve revenue and profit targets by growing portfolio base
- Identify and utilise opportunities for revenue growth to deliver on sales targets
- Provide appropriate banking and financial solutions across an allocated portfolio of clients
- Identify Local and Offshore fiduciary opportunities and advise on client philanthropy
- Ensure compliance to legislative and audit requirements and adherence to relevant processes
- Build working relationships across teams and functional lines to enhance work delivery, collaboration and innovation
- Develop, encourage and nurture collaborative relationships within the bank and/or across the bank
- Conduct client reviews within the context of client engagements and market all financial services solutions within the relevant business offering
- Participate in planned activities that are appropriate for own development
- Deliver customer experience excellence in own service delivery aligned to organisational values and service standards
- Deliver internal and external customer service excellence through adherence to quality service standards
- Prevent wastage and identify process improvements to contain and reduce costs
Requirements
- Relevant NQF7 Level Degree in Finance, Economics or Accounting
- Completed RE5 qualification
- Preferred Qualification Certified Financial Planner (CFP)
- Experience – 3 to 5 years experience in a Banking, Investment, Financial Planning, Wealth Management and client facing environment
- Full understanding of money management principles
- Long-Term Insurance subcategory
- 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 or risk knowledge
Qualifications
- Formal education/certifications (Bachelor’s, LLB, Matric, etc.)
Salary & Benefits
(No information mentioned in the original job description)
How to Apply
Click the green “Go Apply” button below to apply directly online with the employer.
About Banking Jobs in Gauteng
The banking industry in Gauteng, South Africa is a dynamic and growing sector, with a strong demand for skilled professionals. Typically, job seekers in this field can expect to find opportunities across various sectors, including financial services, technology, and manufacturing. Generally, the industry outlook remains positive, with a common expectation of steady growth and expansion.
When it comes to salary expectations, banking positions in Gauteng typically fall within broad ranges, often influenced by factors such as experience, company size, and industry sector. For instance, entry-level positions may start around R400 000 per annum, while senior roles can exceed R800 000. However, please note that these figures are approximate and can vary significantly depending on individual circumstances.
Common skills required for banking roles in Gauteng include proficiency in financial software, strong analytical and problem-solving abilities, excellent communication and interpersonal skills, and a solid understanding of regulatory requirements. Other essential skills often include technical expertise in areas such as accounting, risk management, or compliance. Additionally, many employers place a high value on emotional intelligence, creativity, and adaptability.
The banking industry is commonly found in sectors such as financial services, technology, manufacturing, and corporate finance. Financial services companies, for example, are often major players in the industry, while technology firms may require banking professionals with technical expertise. Manufacturing sector banks also exist, catering to the needs of specific industries.
Career development opportunities abound in the banking industry, with many positions offering clear career progression paths. Typically, entry-level roles can lead to senior management positions or specialized fields such as risk management or compliance. Opportunities for professional development, training, and mentorship are often available within organizations, allowing professionals to build expertise and advance their careers.
This information provides general career guidance. Actual salaries and requirements vary by employer.
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