Private Wealth Advisor - Cape Town, South Africa - Kamo Placements
Description
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:
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Minimum Qualification - Degree in Finance, Economics or Accounting
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Preferred Qualification - Certified Financial Planner (CFP)
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Experience - 3 to 5 years experience in a Banking, Investment, Financial Planning, Wealth Management, and client facing environment
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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
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