Private Client Advisor
Qualifications and Experience
Minimum Qualifications - Relevant Educational and professional background Degree in Banking, Finance, Economics or Accounting
RE 5
Preferred Qualification - Certified Financial Planner (CFP)
Experience - 3-5 years experience in similar environment (Strong background Banking/Investment/Financial Planning/Wealth Management
Responsibilities are, but not limited to:
Conduct client reviews within the context of client engagements and markets all financial services solutions within the relevant business offering
Participate in planned activities that are appropriate for own development
Ensure Compliance to legislative and audit requirements and adherence to relevant processes
Identify and utilise opportunities for revenue growth to deliver on sales targets
Prevent wastage and identify process improvements to contain and reduce costs
Minimum Qualifications - Relevant Educational and professional background Degree in Banking, Finance, Economics or Accounting
RE 5
Preferred Qualification - Certified Financial Planner (CFP)
Experience - 3-5 years experience in similar environment (Strong background Banking/Investment/Financial Planning/Wealth Management
Responsibilities are, but not limited to:
Conduct client reviews within the context of client engagements and markets all financial services solutions within the relevant business offering
Participate in planned activities that are appropriate for own development
Ensure Compliance to legislative and audit requirements and adherence to relevant processes
Identify and utilise opportunities for revenue growth to deliver on sales targets
Prevent wastage and identify process improvements to contain and reduce costs
You need to sign in or create an account to save a job.
Get job alerts
Create a job alert and receive personalized job recommendations straight to your inbox.
Create alert