SUMMARY: We are looking for Private Advisors to embark on new opportunities under permanent roles at one of the various locations we have. POSITION INFO: 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.
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