FirstRand Corporate Centre: High Net Worth/Ultra-High Net Worth Advisor
Industries: Accounting/finance, Actuarial, Banking, Financial services, Insurance, Investment management, Tax
Sandton, Gauteng, South Africa
Market RelatedFull TimeOn Site
Market RelatedFull TimeOn SiteSummary
This role focuses on delivering comprehensive wealth creation education while implementing effective client retention strategies. The advisor will manage a leads pipeline and ensure compliance with relevant regulations, providing tailored financial solutions to high-net-worth and ultra-high-net-worth clients.
Desired Expertise or Qualifications
- COB Class of Business
- Experience advising HNW/UHNW Clients
- NQF level 7 Degree
- RE5 Regulatory Compliance Certificate
Benefits
- Networking opportunities
- Opportunities to innovate
- Uncapped earning potential
Candyees FirstRand Corporate Centre: High Net Worth/Ultra-High Net Worth Advisor
Industries: Accounting/finance, Actuarial, Banking, Financial services, Insurance, Investment management, Tax
Sandton, Gauteng, South AfricaMarket RelatedFull TimeOn Site
Market RelatedFull TimeOn SiteSummary
This role focuses on delivering comprehensive wealth creation education while implementing effective client retention strategies. The advisor will manage a leads pipeline and ensure compliance with relevant regulations, providing tailored financial solutions to high-net-worth and ultra-high-net-worth clients.
Desired Expertise or Qualifications
- COB Class of Business
- Experience advising HNW/UHNW Clients
- NQF level 7 Degree
- RE5 Regulatory Compliance Certificate
Benefits
- Networking opportunities
- Opportunities to innovate
- Uncapped earning potential
BETA: 1.1.0.6 |
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