Private Wealth Advisor

Wesbank; Durban; On-site; ZAR 300 000 - 700 000; Full time

Job summary

An established industry player is seeking a dedicated professional to provide exceptional wealth management services to Private Wealth clients. This role focuses on enhancing client retention and driving sales through effective money management principles. The ideal candidate will possess strong financial advisory skills and a commitment to compliance, ensuring high-quality service delivery. Join a forward-thinking team that values collaboration and innovation, and help clients navigate their financial journeys with tailored solutions. This is an exciting opportunity to make a significant impact in the financial sector while advancing your career in a supportive environment.

Qualifications

• RE5 certification and NQF level 7 are mandatory for this position.
• Strong client management and sales skills are essential.

Responsibilities

• Identify and advise on fiduciary opportunities for clients.
• Build collaborative relationships to enhance service delivery.
• Achieve revenue targets through independent financial advice.

Skills

Client Relationship Management

Sales Target Achievement

Financial Solutions Advisory

Compliance Knowledge

Education

RE5 Certification

NQF Level 7

Job description

Time left to apply: End Date: March 24, (2 days left to apply)

Job Requisition ID: R

Job Description: To deliver exceptional experience and education to Private Wealth clients on basic wealth creation, accumulation, and overall protection tactics to increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principles.

Minimum Requirements:

1. Must have RE5
2. Must have NQF level 7
3. Must have sub cats: 1.1, 1.2, 1.3, 1.5, 1.14, 1.20, 1.22

Responsibilities:

1. Identify local and offshore fiduciary opportunities and advise on client philanthropy.
2. Participate in planned activities that are appropriate for own development.
3. Build working relationships across teams and functional lines to enhance work delivery, collaboration, and innovation.
4. Identify and utilise opportunities for revenue growth to deliver on sales targets.
5. Provide appropriate banking and financial solutions across an allocated portfolio of clients.
6. Develop, encourage, and nurture collaborative relationships across the FRG.
7. Ensure compliance with legislative and audit requirements and adherence to relevant processes.
8. Conduct client reviews within the context of client engagements and market all financial services solutions within the relevant business offering.
9. Deliver customer experience excellence in own service delivery aligned to organisational values and service standards.
10. Deliver internal and external customer service excellence through adherence to quality service standards.
11. Prevent wastage and identify process improvements to contain and reduce costs.
12. Achieve revenue and profit targets by growing portfolio base, providing independent holistic advice and solutions that ensure revenue and profit growth.

Job Details:

Application Closing Date: 24 / 03 / 25

All appointments will be made in line with FirstRand Group's Employment Equity plan.

The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.