Private Wealth Advisor

Deliver exceptional experience and education to Private Wealth clients on basic wealth creation, accumulation, and protection tactics to increase vertical sales index (VSI) and drive client retention and entrenchment.

Requirements

• Deliver exceptional experience and education to Private Clients on basic wealth creation, accumulation
• Increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principles
• Understand and market all financial services solutions within the relevant business offering
• Assist with profit growth for the business through ensuring effective management of the leads pipeline
• Produce consistently high-quality outputs within agreed deadlines

Benefits

• Opportunities to network and collaborate
• Earn basic guaranteed rewards with uncapped earning potential
• Opportunities to innovate