Qualification & Experience Required :
BCom Degree in Finance / Economics / Accounting.
FAIS accreditation required (RE)
Must be a Certified Financial Planner (CFP)
3-5 Years Private Banking / Financial .Planning / Financial Advisor - Wealthy experience working with Ultra High Nett Worth Clients.
Core Duties & Responsibilities :
Identify and implement on opportunities for revenue growth.
Deliver internal and external customer service.
Develop and manage key stakeholder relationships.
Customer Retention and Loyalty.
Identify opportunities to expand customer base.
Compile reports that track progress and guide business to make informed decisions.
Provide appropriate banking solutions across the business to prospective clients.