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Private Advisor - Gauteng, Sandton

SET Recruitment Consultants
Sandton Sandton, Gauteng North Johannesburg, South Africa
Closing date
Jul 8, 2024

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Job Role
Contract Type
Full Time
The Private Advisor plays a pivotal role in delivering high-quality advisory services to Private Wealth clients. The advisor is responsible for guiding clients on wealth creation, accumulation, and protection strategies to drive revenue growth and client retention. This involves offering tailored banking and financial solutions, identifying fiduciary opportunities, and ensuring compliance with legislative standards. Ideal candidates possess a relevant NQF7 Level Degree, completed RE5 qualification, and preferably, a Certified Financial Planner (CFP) certification. They should have 3-5 years of experience in financial advisory, wealth management, or a related field, with a robust understanding of money management principles and global financial markets. Excellent project management skills and a strong track record in client service are essential. Candidates must also pass a credit record check per the National Credit Act (NCA).

Desired Skills:
  • Risk Management
  • Business Systems
  • Organisational Skills
  • Understanding of Global Markets
  • Banking Solutions
  • Wealth Management
  • Fiduciary Knowledge
  • Compliance
  • Client Engagement
  • Customer Service
  • Commercial Judgement
  • Process Improvement
  • RE1
  • RE5

Desired Work Experience:
  • 5 to 10 years

Desired Qualification Level:
  • Degree

About The Employer:

This financial institution is known for its dynamic and adaptive approach, providing innovative banking and advisory services. It fosters a culture of curiosity and collaboration, aimed at delivering cutting-edge solutions for diverse financial needs. The organization prides itself on its unique talent and commitment to driving effective change, focusing on exceptional client experiences and comprehensive financial education. With a strong emphasis on holistic wealth management, it integrates money management principles to support wealth creation, accumulation, and protection, continually enhancing client satisfaction and retention.

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