Private Advisor (Financial Services) | Durban
Position Type: Permanent Industry: Banking / 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. Whats 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.