job description - Private Client Advisor C
To deliver exceptional experience and education to Private Clients/Private Clients RMB clients on basic wealth creation, accumulation, and overall protection tactics to increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principles
Experience and qualifications
- Minimum Qualification - Relevant Educational and professional background Degree in Banking, Finance, Economics or Accounting RE
- Preferred Qualification - Certified Financial Planner (CFP)
- Experience - 3 to 5 years experience in a similar environment (strong background in Banking /Investment / Financial Planning / Wealth Management
Additional requirements
- In accordance with National Credit Act (NCA) candidates applying for this role will require a credit record check.
- No Referral plan is assigned to this job
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About the company
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We are among the largest financial institution in Africa by market capitalization Listed on the Johannesburg Stock Exchange (JSE), and our track record of delivering superior returns to shareholders.
