Private Wealth Advisor: Grow Client Portfolios

Fnb Namibia; Durban; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A financial services provider in Durban is looking for a Private Wealth Advisor to enhance client relationships and deliver tailored financial solutions. The ideal candidate should have expertise in wealth management, strong sales strategies, and relevant financial qualifications. This position promotes diversity and inclusion, supporting the recruitment of individuals with disabilities. Join us to make a meaningful impact in financial advisory services.

Qualifications

• Proven experience in managing wealth portfolios.
• Strong sales and relationship management skills.
• Understanding of financial solutions and market dynamics.

Responsibilities

• Enhance client relationships through personalized financial advice.
• Deliver tailored financial solutions for diverse client needs.
• Achieve revenue targets through effective wealth management strategies.

Skills

Wealth management expertise

Sales strategies

Client relationship management

Education

Relevant financial qualifications

Job description

A financial services provider in Durban is looking for a Private Wealth Advisor to enhance client relationships and deliver tailored financial solutions. The ideal candidate should have expertise in wealth management, strong sales strategies, and relevant financial qualifications. This position promotes diversity and inclusion, supporting the recruitment of individuals with disabilities. Join us to make a meaningful impact in financial advisory services.