Private Wealth Advisor for Affluent Clients

Tech Sales Jobs; Kimberly (WI); In loco; USD 70.000 - 120.000; Tempo pieno

Vantaggi offerti da questo lavoro

Uncapped earnings potential

Networking opportunities

Professional development

Descrizione del lavoro

FirstRand in Kimberly, WI seeks a Private Advisor Affluent to educate Private Clients and RMB clients on wealth creation and services, while growing the client base through effective relationship management.

You’ll drive client retention, manage leads, and ensure timely, high-quality outputs in a full-time role requiring a relevant degree and verifiable compliance in financial services.

Competenze

• Minimum qualification: relevant NQF level 7 FSCA approved degree.
• 3–5 years of Sales/Service experience in a financial environment.
• Regulatory compliance with COB and SUB-CATS requirements.

Mansioni

• Deliver education and guidance to Private Clients and RMB clients on wealth creation.
• Increase client retention and grow the client base through effective lead management.
• Understand and promote all financial services solutions within the offering.
• Support profit growth by managing leads pipeline and timely outputs.
• Produce high-quality outputs within deadlines.

Conoscenze

Client education

Relationship building

Sales experience

Lead management

Formazione

NQF level 7 degree (FSCA approved)

Descrizione del lavoro

FirstRand in Kimberly, WI seeks a Private Advisor Affluent to educate Private Clients and RMB clients on wealth creation and services, while growing the client base through effective relationship management.

You’ll drive client retention, manage leads, and ensure timely, high-quality outputs in a full-time role requiring a relevant degree and verifiable compliance in financial services.