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Private Client Advisor

Employer
The Hiring House
Location
Kimberley Kimberley Sol Plaatjie, South Africa
Salary
Competitive
Closing date
Jun 15, 2023

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Job Role
Other
Sector
Finance
Contract Type
Permanent
Hours
Full Time
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

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