Elite Private Wealth Advisor – Durban

FNB South Africa; Durban; On-site; ZAR 450 000 - 650 000; Full time

Job summary

A leading financial institution is seeking a Private Wealth Advisor in Durban to provide exceptional client experiences and education in wealth creation, accumulation, and protection. The ideal candidate will identify opportunities for revenue growth, build strong client relationships, and ensure compliance with legislation. The role involves advising on financial solutions and achieving sales targets. If you have experience in private wealth management and a passion for client advisory, apply now!

Qualifications

• Experience in private wealth management or similar financial advisory roles.
• Strong understanding of wealth creation and financial solutions.
• Ability to build and maintain client relationships.

Responsibilities

• Deliver exceptional experience to Private Wealth clients.
• Advise on fiduciary opportunities and client philanthropy.
• Achieve revenue and profit targets by growing portfolio.

Skills

Relationship building

Sales proficiency

Client advisory

Job description

A leading financial institution is seeking a Private Wealth Advisor in Durban to provide exceptional client experiences and education in wealth creation, accumulation, and protection. The ideal candidate will identify opportunities for revenue growth, build strong client relationships, and ensure compliance with legislation. The role involves advising on financial solutions and achieving sales targets. If you have experience in private wealth management and a passion for client advisory, apply now!