Senior Private Wealth Advisor

FNB South Africa; Gqeberha; On-site; ZAR 600 000 - 900 000; Full time

Job summary

A leading financial services institution in Gqeberha is seeking a Private Wealth Advisor to deliver exceptional client experience and education in wealth management. The role requires 3 to 5 years of experience along with a relevant degree in Finance, Economics, or Accounting. Ideal candidates will possess strong financial product knowledge and excellent project management skills. Join a dynamic team that cultivates collaborative relationships and drives financial success.

Qualifications

• 3 to 5 years of experience in Investment, Financial Planning, or Wealth Management as a Financial Advisor.
• Full understanding of money management principles.
• Ability to match client needs with appropriate product solutions.

Responsibilities

• Provide appropriate banking and financial solutions to clients.
• Conduct client reviews and market financial solutions.
• Identify revenue growth opportunities.

Skills

Client relationship management

Wealth management knowledge

Project management skills

Financial product knowledge

Education

Relevant Degree in Finance, Economics or Accounting (CFP preferred)

Tools

Business-related systems

Job description

A leading financial services institution in Gqeberha is seeking a Private Wealth Advisor to deliver exceptional client experience and education in wealth management. The role requires 3 to 5 years of experience along with a relevant degree in Finance, Economics, or Accounting. Ideal candidates will possess strong financial product knowledge and excellent project management skills. Join a dynamic team that cultivates collaborative relationships and drives financial success.