Are you a professional and career Financial Advisor serving high-net-worth individuals. My Client, one of South Africas largest banking groups is offering an exceptional career opportunity to join a team that provides you with access to an extensive network of leads and business opportunities, giving you the platform to further elevate your career.
We are seeking a professional with a deep understanding of sophisticated market environments, capable of delivering bespoke financial solutions to discerning clients. If you have a proven track record of excellence in advising high-net-worth individuals and thrive in a dynamic, high-performing team, we invite you to apply for this exclusive role. My Clients key criteria includes the following: -
- 3-5 years+ continuous industry experience specialising in Investments, Life products, Estate & Trust products
- NQF6 (FSB approved qualification) & RE 5 Completed (120 FAIS Credits)
- Preferable CFP qualification
- Production: Proof of minimum annual commission earnings of +/- R50K per month
- Commercial / Industrial knowledge will be an added advantage specialising in Investments, Life products, Estate & Trust products
- Fit and proper for typical license categories