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Private Wealth Advisor : Grow Portfolios & Protect Futures
Job summary
A financial services firm in Durban is looking for an experienced Private Wealth Advisor to provide exceptional service and education to clients on wealth creation and financial solutions. The successful candidate will identify growth opportunities, manage a client portfolio, and ensure compliance with regulations. Ideal applicants should have a strong client relationship background and a thorough understanding of banking products, as this role aims to enhance client retention and meet revenue targets.
Qualifications
- Strong client relationship background required.
- Thorough understanding of banking products essential.
Responsibilities
- Identify growth opportunities within allocated client portfolio.
- Ensure compliance with relevant regulations.
- Enhance client retention through quality service delivery.
Skills
A financial services firm based in Durban is seeking a Private Wealth Advisor to provide exceptional service and education to clients on wealth creation and financial solutions.
The successful candidate will identify growth opportunities, manage an allocated client portfolio, and ensure compliance with relevant regulations.
This role aims to enhance client retention through quality service delivery and meet revenue targets.
Ideal applicants should display a strong client relationship background and a thorough understanding of banking products.
* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.