Private Client Advisor
Core
Provide foundational wealth creation, accumulation, and protection strategies to private clients while driving sales growth and retention.
Role type
Private Client Advisor (Financial Services)
Builds
Financial services solutions and client portfolios
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
wealth management, sales pipeline management, regulatory compliance, client relationship management, financial product marketing, lead generation, target achievement, service excellence, self-motivation
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 and accumulation to private clients, increase vertical sales index (VSI) and drive client retention, market financial services solutions, manage leads pipeline for profit growth, ensure compliance with statutory and governance requirements