Private Client Advisor

Description

To provide an exceptional experience to private clients focused on foundational wealth creation, accumulation, and protection strategies. Enhance client engagement and loyalty by applying contextual Money Management principles, driving growth in the Vertical Sales Index (VSI), and fostering long-term client retention and entrenchment.

2 to 3 years experience in financial advise/financial planning
Must have an NQF level 7
Must have - RE5

#LI-TM2
#POST 
#FNB

Contribute to the development of larger overall area budget

Develop the budget for the next financial year for area of responsibility taking all operational plans into consideration

Research and design a longer term financial resource requirement plan for the area of responsibility

Present the business case to motivate for financial resources

Analyse and develop implementation plans against the forecasted financial budget