Private Advisor
Core
Provide foundational wealth creation, accumulation, and protection strategies to private clients while driving sales growth and retention.
Role type
Private Advisor (Financial Services)
Builds
Financial services solutions and client portfolios
Domain
Banking and Wealth Management
Deliverable
client delivery
Required skills
Wealth management, sales pipeline management, regulatory compliance, client relationship building, financial product marketing
Preferred skills
NQF level 7 FSCA approved Degree, RE5 Regulatory Compliance Certificates, 3-5 years financial sales/service experience
Responsibilities
Deliver education on wealth creation strategies, increase Vertical Sales Index (VSI), manage leads pipeline, market financial services solutions, ensure regulatory compliance
Seniority
Mid-level (3-5 years experience)