Are You Someone Who Can
Deliver exceptional experience and education to Private Clients on basic wealth creation, accumulation.
Increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principles.
Understand and market all financial services solutions within the relevant business offering.
Assist with profit growth for the business through ensuring effective management of the leads pipeline.
Produce consistently high-quality outputs within agreed deadlines.
You Will Be an Ideal Candidate If You
Minimum Qualification - Relevant NQF level 7 FSCA approved Degree.
RE5 Regulatory Compliance Certificates with relevant COB (Class of Business)
Experience - 3 to 5 years' experience within a Sales/Service area of a financial environment.
Signed off on FAIS categories
End Date: March 21, 2026