Private Client Advisor

Job Description To provide an exceptional experience to private clients focused on foundational wealth creation, accumulation, and protection strategies. Enhance client engagement and loyalty by applying contextual Money Management principles, driving growth in the Vertical Sales Index (VSI), and fostering long-term client retention and entrenchment. 2 to 3 years experience in financial advise/financial planning Must have an NQF level 7 Must have - RE5 LI-TM2 POST FNB Contribute to the developm…