Private Wealth Advisor (Port Elizabeth - Eastern Cape)

Our clients in the banking sector looking for Private Wealth Advisor (Port Elizabeth - Eastern Cape) to deliver exceptional experience and education to the bank’s private wealth 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.

In order to be considered the following is required:

• Relevant Degree in - Degree in Finance, Economics or Accounting (CFP preferred)
• Have 3 to 5 years’ experience in an Investment, Financial Planning, Wealth Management and client facing environment as a Financial Advisor (Banking experience Will be an advantage)
• Sub-category 1 financial products is essential and must be signed off supervision
• Full understanding of money management principles
• 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:

• Provide appropriate banking and financial solutions across an allocated portfolio of clients
• Conduct client reviews within the context of client engagements and market all financial services solutions within the relevant business offering
• Identify local and offshore fiduciary opportunities and advise on client philanthropy
• Identify and utilise opportunities for revenue growth to deliver on sales targets
• Achieve revenue and profit targets by growing portfolio base, providing independent holistic advice and solutions that ensure revenue and profit growth
• Develop, encourage and nurture collaborative relationships within the bank and/or across the group
• 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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