Job Description

To deliver exceptional experience and education to Private Wealth 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.

Requirements

Must have an FSCA approved NQF level 7

Must have RE5

Required Sub cats - 1.3 1.4 1.5 1.14

Financial advice/advisory experience/Investment experience is required

Identify Local and Offshore fiduciary opportunities and advise on client philanthropy.

Participate in planned activities that are appropriate for own development.

Build working relationships across teams and functional lines to enhance work delivery, collaboration and innovation.

Identify and utilise opportunities for revenue growth to deliver on sales targets.

Provide appropriate banking and financial solutions across an allocated portfolio of clients.

Develop, encourage and nurture collaborative relationships across the FRG.

Ensure compliance to legislative and audit requirements and adherence to relevant processes.

Conduct client reviews within the context of client engagements and market all financial services solutions within the relevant business offering.

Deliver customer experience excellence in own service delivery aligned to Organisational values and service standards.

Deliver internal and external customer service excellence through adherence to quality service standards.

Prevent wastage and identify process improvements to contain and reduce costs.

Achieve revenue and profit targets by growing portfolio base, providing independent holistic advice and solutions that ensure revenue and profit growth.

End Date: May 15, 2026