Private Client Advisor C Fiduciary Administrator E Private Wealth Advisor Private Banking Analyst Private Wealth D Application Support Analyst C Developer

Gauteng, Full Time

Purpose
To deliver exceptional experience and education to Private Clients/Private Clients RMB 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
Experience and qualifications

Minimum Qualification – Relevant Educational and professional background Degree in Banking, Finance, Economics or Accounting RE
Preferred Qualification – Certified Financial Planner (CFP)
Experience – 3 to 5 years experience in a similar environment (strong background in Banking /Investment / Financial Planning / Wealth Management

Additional requirements

In accordance with National Credit Act (NCA) candidates applying for this role will require a credit record check.
No Referral plan is assigned to this job

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