Private Wealth Advisor

Position: Private Wealth Advisor )
In order to be considered the following is required:

- 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
- 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

Responsibilities:

- Achieve revenue and profit targets by growing portfolio base, providing independent holistic advice and solutions that ensure revenue and profit growth
- 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

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Please consider your application as unsuccessful if you have not received a response within 14 days of submitting your application.