TRAFFIC KwaZulu-Natal

Private Client Wealth Advisor: Education & Growth

Spane4all

Job Description

A financial services company is seeking a Private Advisor to provide exceptional education and experience to clients on wealth creation and protection. The ideal candidate will have 3 to 5 years of experience in a sales/service role within the financial industry, with a relevant NQF level 7 degree and RE5 certification. Responsibilities include managing client relationships and ensuring retention and growth through effective financial solutions. This role offers opportunities for continuous learning and uncapped earning potential.

About This Role

Career insights for Education and Childcare Administrators, Preschool and Daycare positions

Salary Benchmark
R31,638/month
R21,352 to R50,569/month
Source: WageIndicator ZAR data
Key Skills for This Role
Active Listening Coordination Critical Thinking Monitoring Reading Comprehension
Common Technologies
Intuit QuickBooks Quicken Bloomz ParentSquare Tadpoles ACS Technologies HeadMaster B&I Computer Consultants Childcare Sage SofterWare EZ-CARE2

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