Private Advisor (Financial Services) | Cape Town
SUMMARY:
Private Advisor (Financial Services) | Cape Town
POSITION INFO:
Position Type: Permanent Industry: \/ Private Wealth & Financial Services Earning Potential: Market-related Guaranteed Basic Salary + Uncapped Commission About Our Client We are representing a leading, top-tier South African financial services institution renowned for innovation, market leadership, and empowering its professionals . They are seeking an ambitious, high-performing Private Advisor to join their dynamic team to deliver exceptional wealth creation and management solutions to high-net-worth individual (HNWI) clients . Key Responsibilities Client Engagement & Advisory: Deliver exceptional service and financial education to Private Clients focusing on wealth creation and accumulation strategies . Portfolio Entrenchment: Drive client retention and increase the Vertical Sales Index (VSI) by applying contextual Money Management principles . Comprehensive Solutions: Understand, market, and seamlessly integrate a full range of bespoke financial services solutions across the business offering . Pipeline & Revenue Growth: Efficiently manage lead pipelines to drive business profit growth and expand the active client account base . High-Performance Delivery: Consistently produce top-tier results within agreed deadlines . Requirements & Qualifications Education: Relevant NQF Level 7 FSCA-approved Degree . Regulatory Compliance: RE5 Regulatory Compliance Certificate . Completed relevant Class of Business (COB) modules . Full sign-off for supervision across all relevant SUB-CATS . Experience: 3 to 5 years' proven track record within a sales\/service environment in financial services . Key Traits: Strong relationship-building skills based on trust, highly self-motivated, and compliance-driven . Mandatory Compliance Check: In accordance with the National Credit Act (NCA), credit record checks will be conducted . Applicants must not be unrehabilitated insolvents . What's in it for You? 🚀 Uncapped Earning Potential: Guaranteed base salary paired with lucrative, uncapped incentive structures . 🤝 Collaborative Culture: Direct access to executive networking opportunities and cross-functional teams . 💡 Innovation Hub: Be part of a forward-thinking environment that encourages new ideas and professional growth .