Private Wealth Advisor

Full-time Other-General

## Private Wealth AdvisorApplylocations: Pretoriatime type: Full timeposted on: Posted Todaytime left to apply: End Date: July 7, 2026 (5 days left to apply)job requisition id: R42912# **Job Description**To deliver exceptional experience and education to Private Wealth clients on basic wealth creation, accumulation and overall protection tactics to increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principles. Requirements: Must have an FSCA approved NQF level 7 Must have RE5 Required Sub cats - 1.3 1.4 1.5 1.14 Financial advice/advisory experience/Investment experience is required* Identify Local and Offshore fiduciary opportunities and advise on client philanthropy.* Participate in planned activities that are appropriate for own development.* Build working relationships across teams and functional lines to enhance work delivery, collaboration and innovation.* Identify and utilise opportunities for revenue growth t...