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This job has expired

Private Advisor

Employer
mindworx
Location
Central Johannesburg JHB - Central, Gauteng Johannesburg, South Africa
Salary
Competitive
Closing date
Jul 6, 2024

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Job Role
Other
Sector
Finance
Contract Type
Permanent
Hours
Full Time
Job Purpose:
  • Deliver exceptional experience and education to Private Clients/Private Clients RMB 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
Requirements:
  • 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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