Responsibilities - 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.Qualifications & Experience- Minimum Qualification - Relevant NQF level 7 FSCA approved Degree.- RE5 Regulatory Compliance Certificates with relevant COB (Class of Business) Meet all requirements on SUB-CATS.- Experience - 3 to 5 years experience within a Sales/Service area of a financial environment.