PRIVATE CLIENTS ADVISOR | BANKING - Gauteng
The purpose of this role is t o serve as a full financial services advisor by providing appropriate savings, investment and estate planning advice, expertise and support to high income clients, with a focus on investments Experience: 3 to 5 years experience in a similar environment, of which 1 to 2 years ideally at junior entry management level 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. FAIS Accreditation Required 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 Degree in Investment or Economics. Certified Financial Planner RE5 FAIS Accreditation Required https://protool.gumtree.co.za/external-link-browser.html?urlaHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMTA4XzY0MjQzX180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ&jid1228085&xid1108_64243
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