Unlock Your Potential as a Private Client Advisor
Imagine yourself in a dynamic environment where experts collaborate to drive impactful change. As a Private Client Advisor, you will deliver exceptional experiences and education to private clients on wealth creation, accumulation, and protection strategies.
About the Role
* Provide unparalleled experiences and education to private clients on wealth creation, accumulation, and overall protection tactics.
* Boost vertical sales index (VSI) and enhance client retention and entrenchment through contextual money management principles.
* Understand and market financial services solutions within relevant business offerings.
* Support profit growth by effectively managing the leads pipeline.
* Achieve consistently high-quality outputs within agreed deadlines.
Requirements:
* Relevant NQF level 7 FSCA approved degree.
* RE5 Regulatory Compliance Certificates with relevant Class of Business (COB).
* 3-5 years' experience in Sales/Service areas of a financial environment.
Benefit from our Opportunity-Rich Culture
* Network and collaborate opportunities.
* Earn basic guaranteed rewards with uncapped earning potential.
* Innovative opportunities.
Succeed with Us If You Are
* Skilled at building trust-based relationships.
* Contribute to a service excellence culture, fostering positive relationships and providing opportunity for feedback and exceptional service.
* Curious and courageous - driven by continuous learning and willing to challenge the status quo.
* Committed to mastery - always striving to improve skills and achieve excellence.