Private Wealth Advisor

Description

To deliver an exceptional experience for Private Wealth clients, focusing on foundational strategies for wealth creation, accumulation, and protection. This job applies relevant Money Management principles to deepen client engagement, drive Vertical Sales Index (VSI) growth, and strengthen long-term client retention and entrenchment.

Are you someone who can:

Achieve revenue and profit targets by growing portfolio base, providing independent holistic advice and solutions that ensure revenue and profit growth.

Identify and utilise opportunities for revenue growth to deliver on sales targets.

Provide appropriate banking and financial solutions across an allocated portfolio of clients.

Identify Local and Offshore fiduciary opportunities and advise on client philanthropy.

Ensure compliance to legislative and audit requirements and adherence to relevant processes.

Build working relationships across team...