Private Client Advisor

Overview

Provide an exceptional experience to private clients focused on foundational wealth creation, accumulation, and protection strategies. Enhance client engagement and loyalty by applying contextual Money Management principles, driving growth in the Vertical Sales Index (VSI), and fostering long-term client retention and entrenchment.

Hello future Private Advisor. This role involves delivering education and guidance to Private Clients on basic wealth creation and accumulation, increasing VSI, and promoting long-term client relationships within the bank’s offerings.

• Deliver exceptional experience and education to Private Clients on basic wealth creation and accumulation.
• Increase Vertical Sales Index (VSI) and drive client retention and entrenchment 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 effective management of the leads pipeline.
• Produce consistently high-quality outputs within agreed deadlines.
• Grow the customer base by managing existing clients, generating new leads, and expanding active customer accounts.
• Comply with statutory, legislative, policy and governance requirements and the established processes related to area of specialization.

• Relevant NQF level 7 FSCA approved Degree.
• RE5 Regulatory Compliance Certificates with relevant COB (Class of Business).
• Experience:
  
  3 to 5 years in a Sales/Service area of a financial environment.
• Signed off on FAIS categories.

The Bank supports the recruitment and advancement of individuals with disabilities. Candidates may disclose disability information on a voluntary basis. The Bank will keep this information confidential unless required by law to disclose it to other parties.