Private Advisor Wealth

Role Purpose

Deliver an exceptional experience and education to Private Wealth clients on basic wealth creation, accumulation, and overall protection tactics, increasing the vertical sales index (VSI) and driving client retention and entrenchment through contextual Money Management principles.

Responsibilities

• Achieve revenue and profit targets by growing the portfolio base, providing independent holistic advice and solutions that ensure revenue and profit growth.
• Identify and utilize opportunities for revenue growth to deliver on sales targets.
• Provide appropriate banking and financial solutions across an allocated portfolio of clients.
• Identify local and offshore fiduciary opportunities and advise on client philanthropy.
• Ensure compliance with legislative and audit requirements and adhere to relevant processes.
• Build working relationships across teams and functional lines to enhance work...