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Private Clients Advisor

3 months ago

Cape Town, Western Cape, South Africa FirstRand Full time
Job Description


To deliver exceptional experience and education to Private Clients/Private Clients RMB clients on basic wealth creation, accumulation, and overall protection tactics to increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principles.

Hello future Affluent Client Advisor

Welcome to FNB, the home of the #changeables.

We design for the shapeshifters and deliver products and services that make us incredibly proud of people that make it happen.

Now's the time to imagine your potential in a team where experts come together and ignite effective change.

Are you someone who can:

  • Proactively grow the balance sheet of an allocated customer, deliver exceptional experience and education to portfolio of clients on wealth creation?
  • Deliver exceptional experience and education to portfolio of clients on wealth creation?
  • Increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principles?


 Minimum Qualification
  • Relevant NQF level 7 FSCA approved Degree.
  • RE5 Regulatory Compliance Certificates with relevant COB (Class of Business)
  • Experience 3 to 5 years' experience within a Sales/Service area of a financial environment.

You will have access to:

  • Opportunities to network and collaborate.
  • Earn basic guaranteed rewards with uncapped earning potential.
  • Participate in planned activities that are appropriate for own development.


 Minimum Qualification
  • Relevant NQF level 7 FSCA approved Degree.
  • RE5 Regulatory Compliance Certificates with relevant COB (Class of Business)
  • Experience 2 to 3 years' experience within a Sales/Service area of a financial environment.

We can be a match if you are:

  • Able to build sound relationships based on trust and openness.
  • Contribute to a culture of service excellence, which builds positive relationships and provides opportunity for feedback and exceptional service.
  • Conduct digital client reviews within the context of client engagements.
  • Consult with SMEs on complex products to provide appropriate product advise.
  • Execute on opportunities to expand our customer base with creditworthy and potentially profitable customers.
  • Provide appropriate banking and financial solutions across an allocated portfolio of clients.
  • Ensure growth and increase in customer base by ensuring the management of existing clients, generates new leads and grows active customer account base.
  • Comply with relevant statutory, legislative, policy and governance requirements as well as set processes and procedures related to area of specialization.
Job Details

Application Closing Date

30/04/24