Private Wealth Advisor - East London, South Africa - Kamo Placement

Kamo Placement

Verified Company

East London, South Africa

1 week ago

Posted by:

Thabo Mthembu

beBee Recruiter

Description

Eastern Cape, East London

Annually Cost To Company (Market related, Negotiable)

To deliver exceptional experience and education to Private Wealth or 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

JOB DESCRIPTION

Identify Local and Offshore fiduciary opportunities and advise on client philanthropy
Participate in planned activities that are appropriate for own development
Build working relationships across teams and functional lines to enhance work delivery, collaboration and innovation
Identify and utilise opportunities for revenue growth to deliver on sales targets
Provide appropriate banking and financial solutions across an allocated portfolio of clients
Develop, encourage and nurture collaborative relationships within company and/or across the company
Achieve revenue and profit targets by growing portfolio base, providing independent holistic advice and solutions that ensure revenue and profit growth

JOB REQUIREMENTS

Qualifications and Experience:

-
Minimum Qualification - Degree in Finance, Economics or Accounting
-
Preferred Qualification - Certified Financial Planner (CFP)
-
Experience - 3 to 5 years' experience in a Banking, Investment, Financial Planning, Wealth Management, and client facing environment
-
Additional Knowledge

Full understanding of money management principles
Sound working knowledge of required businessrelated 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

For more information please contact:
- margret chifamba