Private Advisor

Responsibilities:

• Implement financial management strategies
  
• Foster family engagement and loyalty
  
• Drive profit and balance sheet growth
  
• Oversee portfolio management
  

Qualifications:

• Minimum Requirement: FAIS -accredited NQF Level 7 and a RE5
  
• Preferred Qualification: CFP membership
  
• Will have worked in banking or insurance
  

Experience:

• At least 4 years of experience in Banking, Investment, Financial Planning, Wealth Management - High Net -worth clients
  
• Proven experience in analysing and interpreting complex personal and business financial statements.
  
• Expertise in providing customised wealth management solutions, with a strong focus on Fiduciary and Estate Planning.
  
• Comfortable working in a complex environment with multiple stakeholders.
  
• Solid knowledge of relevant business systems and Banking and Financial Services regulatory requirements.
  
• Understanding of wealth creation, accumulation, and protection strategies.
  
• Excellent project management skills with the ability to work independently.
  
• Proven success in managing a client portfolio and acquiring new business relationships.
  
• Strong awareness of global financial markets and current affairs.
  
• Ability to align client needs with appropriate product solutions.
  
• Comprehensive understanding of a Bank’s risk and compliance mandates to exercise sound commercial judgement.
  

Core Competencies:

• Ambitious
  
• Energetic
  
• Innovation
  
• Learning agility
  
• Cognitive skills
  
• Problem solving
  
• Influencing and negotiation
  
• Commercial and financial acumen
  
• Relationship building
  
• Customer service orientation
  
• Drive for results
  
• Quality focus
  

Technical Skills:

• Cash flow assessment
  
• Dealmaking
  
• Financial statement analysis
  
• Pipeline management
  
• Client growth strategies
  

Additional Requirements:

Candidates
for this position will undergo a credit record check in compliance with
the National Credit Act (NCA). All qualified applicants will be
considered. Appointments will align with the Bank's Employment Equity
Strategy.  We encourage candidates to disclose any disabilities.