SUMMARY:
Private Wealth Advisor | Witbank, Ermelo, Secunda, Nelspruit, North West
POSITION INFO:
Purpose of the role
To deliver exceptional experience and education to Private Wealth/RMBPB 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
Minimum
Qualification
Relevant educational and professional
background. Degree in Finance, Economics
or Accounting. FAIS RE5 Accreditation Required
Preferred
Qualification
Certified Financial Planner
(CFP)
Professional
Registrations
FPI (Financial Planning
Institute)
Compliance in Money
Manager Subcategories
Experience
5 to 7 years’ experience in a Banking, Investment, Financial Planning, Wealth Management, and client facing environment of which 1 - 2 years ideally at a junior specialist level
Experience in analysing and interpreting complex personal and juristic financial statements.
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.
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
