Private Advisor

Our prestigious banking client is seeking Private Advisors (Affluent sector) for a full-time, permanent, hybrid role. The individual must be committed to providing exceptional service and education to private bank clients regarding wealth protection, creation and accumulation strategies. They must also be dedicated in sharing this commitment and help foster client retention and loyalty through effective financial management principles and enhance vertical sales. FAIS Accredited, NQF level 7 & an RE5 required. This Advisor role is for anyone wanting to build a long-term career with a top private bank in SA. Responsibilities: Implement financial management strategies Foster family engagement and loyalty Drive profit and balance sheet growth Oversee portfolio management Requirements Qualifications: Minimum Requirement: FAIS-accredited NQF Level 7 and a RE5 Preferred Qualification: CFP membership Will have worked in banking or insurance Experience: At least 4 years of experience in Banking, Investment, Financial Planning, Wealth Management - High Net-worth clients Proven experience in analysing and interpreting complex personal and business financial statements. Expertise in providing customised wealth management solutions, with a strong focus on Fiduciary and Estate Planning. Comfortable working in a complex environment with multiple stakeholders. Solid knowledge of relevant business systems and Banking and Financial Services regulatory requirements. Understanding of wealth creation, accumulation, and protection strategies. Excellent project management skills with the ability to work independently. Proven success in managing a client portfolio and acquiring new business relationships. Strong awareness of global financial markets and current affairs. Ability to align client needs with appropriate product solutions. Comprehensive understanding of a Bank’s risk and compliance mandates to exercise sound commercial judgement. Core Competencies: Ambitious Energetic Innovation Learning agility Cognitive skills Problem solving Influencing and negotiation Commercial and financial acumen Relationship building Customer service orientation Drive for results Quality focus Technical Skills: Cash flow assessment Dealmaking Financial statement analysis Pipeline management Client growth strategies Additional Requirements: Candidates for this position will undergo a credit record check in compliance with the National Credit Act (NCA). All qualified applicants will be considered. Appointments will align with the Bank's Employment Equity Strategy. We encourage candidates to disclose any disabilities. Benefits Fuel card, cell phone allowance, and the potential to earn quarterly and annual bonuses.