Private Wealth Advisor (George)

SUMMARY:
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POSITION INFO:

In order to be considered the following is required:

• Relevant NQF7 Level Degree in Finance, Economics or Accounting
• Completed RE5 qualification
• Preferred Qualification – Certified Financial Planner (CFP)
• Experience - 3 to 5 years’ experience in a Banking, Investment, Financial Planning, Wealth Management and client facing environment
• Full understanding of money management principles
• Long-Term Insurance subcategory
• 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 or 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

Responsibilities:

• Achieve revenue and profit targets by growing portfolio base, providing independent holistic advice and solutions that ensure revenue and profit growth
• Identify and utilise opportunities for revenue growth to deliver on sales targets
• Provide appropriate banking and financial solutions across an allocated portfolio of clients
• Identify Local and Offshore fiduciary opportunities and advise on client philanthropy
• Ensure compliance to legislative and audit requirements and adherence to relevant processes
• Build working relationships across teams and functional lines to enhance work delivery, collaboration and innovation
• Develop, encourage and nurture collaborative relationships within the bank and/or across the bank
• Conduct client reviews within the context of client engagements and market all financial services solutions within the relevant business offering
• Participate in planned activities that are appropriate for own development
• 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

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Please consider your application as unsuccessful if you have not received a response within 14 days of submitting your application.