Premier Banking Advisor
The Recruitment Council
pretoria, Gauteng, South Africa
4d ago
source : Executive Placements

The Purpose of this banker is to deliver exceptional experience and education to Premier 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 :

5 to 7 years experience in a Banking, Investment, Financial Planning, Wealth Management, and client facing environment of which 1 - 2 years ideally at a junior specialist level

Experience in analysing and interpreting complex personal and juristic financial statements.

Experience in providing tailored wealth management solutions with extensive knowledge in Fiduciary and Estate Planning.

Preferably willing to work in a complex environment with multiplayers.

Knowledge Required :

Full understanding of money management principles

Sound working knowledge of required business-related systems

Sound working knowledge of Banking and Financial Services Regulatory requirements

Knowledge on wealth management creation and accumulation

Wealth protection / 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

Qualifications :

Relevant educational and professional background. Degree in Finance, Economics

or Accounting.

FAIS Accreditation Required

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