Private Client Advisor
Financial Services, Banking
Minimum Requirements
- Minimum Qualification - Relevant NQF level 7 FSCA approved Degree
- RE5 Regulatory Compliance Certificates with relevant COB (Class of Business)
- 3 to 5 years’ experience within a Sales/Service area of a financial environment
- Signed off on FAIS categories
Responsibilities
- Are You Someone Who Can Deliver exceptional experience and education to Private Clients on basic wealth creation, accumulation
