Private Advisor

Responsibilities 
- 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.