Private Client Advisor C - Durban, South Africa - FirstRand

FirstRand
FirstRand
Verified Company
Durban, South Africa

1 week ago

Thabo Mthembu

Posted by:

Thabo Mthembu

beBee Recruiter
Description
About us, purpose, experience and qualifications


about us:

- make a promise
- be deeply invested
- value our differences
- build trust, not territory
- have courage
- always do the right thing


purpose:


  • To deliver exceptional experience and education to Private Clients/Private Clients RMB 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
    experience and qualifications:


  • Minimum Qualification

  • Relevant Educational and professional background Degree in Banking, Finance, Economics or Accounting RE


  • Preferred Qualification

  • Certified Financial Planner (CFP)
  • Experience 3 to 5 years experience in a similar environment (strong background in Banking /Investment / Financial Planning / Wealth Management
    additional requirements:
  • No Referral plan is assigned to this job
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