PRIVATE CLIENTS ADVISOR | BANKING | GAUTENG

Recruiter:

The Recruitment Council

Job Ref:

PRIVATE CLIENTS ADVI..

Date posted:

Tuesday, May 3, 2022

Location:

Pretoria, South Africa

Salary:

Yearly Salary

JOB SUMMARY:
PRIVATE CLIENTS ADVISOR | BANKING | GAUTENG

JOB DESCRIPTION:

The purpose of this role is to serve as a full financial services advisor by providing appropriate savings, investment and estate planning advice, expertise and support to high income clients, with a focus on investments

Experience:

3 to 5 years experience in a similar environment, of which 1 to 2 years ideally at junior entry management level

Experience in providing tailored wealth management solutions with extensive knowledge in Fiduciary and Estate Planning.

Preferably willing to work in a complex environment with multiplayers. FAIS Accreditation Required

Knowledge Required:

Full understanding of money management principles
Sound working knowledge of required business-related systems
Sound working knowledge of Banking and Financial Services Regulatory requirements
Knowledge on wealth management creation and accumulation
Wealth protection/risk knowledge
Excellent project management skills and able to plan and organize work independently
Proven track record in servicing a portfolio of clients and in acquisition of new relationships
Excellent knowledge of global financial markets and current affairs
Ability to match client needs with appropriate product solutions
Sound knowledge of the Bank''s risk and other mandates to ensure exercising good commercial judgment while representing the Bank''s and the shareholders’ interests always

Qualifications:

Relevant Degree in Investment or Economics. Certified Financial Planner

RE5

FAIS Accreditation Required

NB! This job is now closed. You can apply for other jobs by uploading your CV.

Similar jobs you might be interested in:

Sales & Business Development Representative - Wastewater Treatment Solutions - Gauteng
Location: Pretoria
Salary: ***TCTC – R30,000.00 – R35,000.00 + Lucrative Commission (Negotiable, based on skills, experience and in relation to current package)
Sales & Business Development Representative - Wastewater Treatment Solutions - gauteng
28 days ago

MidâSenior .NET Developer
Location: Johannesburg
Salary: 1000 Annually
Our client is seeking a Mid–Senior .NET Developer to join its engineering team responsible fordeveloping and scaling a cloud-based identity verification platform serving both private and public sectorclients. The ideal candidate will have strong backend development skills, experience with secure andscalable API design, and familiarity with Azure cloud services for deployment, integration, an...
4 days ago

Debt Collector
Location: Pretoria
Salary:
6 days ago

Debtors Clerk Credit Contoller Medical Technology
Location: Sandton
Salary:
7 days ago

Account Manager
Location: Johannesburg
Salary:
An established company based in Linbro Park, JHB, specialising in the installation and support of business solutions across niche markets, is seeking a proactive and detail-oriented Account Manager.Interested candidates must be willing to submit a short introduction video of themselves as part of the application process.
11 days ago

Junior Bureau Officer
Location: Centurion
Salary:
13 days ago

Civil Engineer (Principal)
Location: Pretoria
Salary:
We are looking for a Civil Engineer (Principal) we have a permanent role in Pretoria.
18 days ago

Support Centre Agent
Location: Centurion
Salary:
18 days ago

Private Chef
Location: Pretoria
Salary: Monthly
private Household based in Mooikloof, Pretoria is looking for a private Chef. The candidate will be responsible for developing personalized menus, purchasing high-quality ingredients, preparing healthy and delicious meals to client specifications, maintaining a clean and sanitized kitchen, adhering to food safety regulations and managing grocery budgets. The chef will also be expected t...
20 days ago

OPERATIONS DIRECTOR
Location: Pretoria
Salary: Remuneration and benefits will be commensurate with the seniority of the role, experience and qualifications.
Purpose: Manage operationally strategic & national accounts (CONTRACTS). Focus on quality, customer relations & innovative integrated solutions as well as sound & profitable financials.
22 days ago

PRIVATE CLIENTS ADVISOR | BANKING | GAUTENG

Similar jobs you might be interested in:

Create a free job alert for PRIVATE CLIENTS ADVISOR | BANKING | GAUTENG in Pretoria