Private Wealth Advisor
2 weeks ago
Job Description To deliver exceptional experience and education to Private Wealth 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 Private 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 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. You Will Be an Ideal Candidate If You 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. Signed off on FAIS categories You Will Have Access To Opportunities to network and collaborate. Earn basic guaranteed rewards with uncapped earning potential. Opportunities to innovate. 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. Curious & courageous - you're driven by always wanting to know more and learn more and you're brave enough to Obsessed with mastery - you know what it takes to become good at what you do and are constantly pushing yourself to do it. 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. FirstRand Group’s Employment Equity plan will be followed for all appointments. The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties. Job Details Applications will not be accepted after the closing date indicated below: 05/10/25 #J-18808-Ljbffr
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Private Wealth Advisor: Education
2 days ago
Mbombela, South Africa Firstrand Bank Limited Full timeA leading financial services provider in Mbombela is looking for a Private Advisor to deliver exceptional experience and education to Private Clients regarding wealth creation and financial solutions. You will assist in driving client retention and contribute to sales growth. The ideal candidate has an NQF level 7 degree, RE5 certification, and 3-5 years of...
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Private Banking Advisor Private Wealth
3 weeks ago
Mbombela, South Africa Firstrand Namibia Limited Full timePrivate Banking Advisor – Private Wealth Location: Nelspruit | Posted Today | End Date: Oct 31 | Job Requisition ID: R | (29 days left to apply) Job Description To assist in proactively managing a portfolio of Private Wealth Clients with the team of Private Bankers through provision of analysis, research and sales and service fulfilment with the intent of...
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Private Wealth Banking Advisor
1 week ago
Mbombela, South Africa Fnb Namibia Full timeA leading financial institution located in Mbombela is seeking a Private Banking Advisor to manage a portfolio of Private Wealth Clients. Ideal candidates should possess a RE5 Certificate and a degree in Finance or Accounting, along with experience in sales within a financial environment. This position offers a chance to deliver exceptional service and grow...
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Wealth Advisor: Private Clients Growth
2 weeks ago
Mbombela, South Africa Fnb South Africa Full timeA leading financial institution based in Mpumalanga is seeking a Private Advisor to enhance client relationships and drive wealth management services. The ideal candidate will possess an NQF level 7 financial degree and have 3 to 5 years of experience in sales and service within the financial environment. This role offers the opportunity to contribute...
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Private Wealth Advisor: Growth
6 days ago
Mbombela, South Africa Fnb South Africa Full timeA leading financial institution based in Mpumalanga is seeking a Private Advisor to enhance client relationships and drive wealth management services. The ideal candidate will possess an NQF level 7 financial degree and have 3 to 5 years of experience in sales and service within the financial environment. This role offers the opportunity to significantly...
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Private Wealth Banking Advisor
1 week ago
Mbombela, South Africa Firstrand Namibia Limited Full timeA financial services provider in Mbombela seeks a Private Banking Advisor to manage a portfolio of Private Wealth Clients. The ideal candidate will hold a RE5 Certificate and a degree in Finance or Accounting, with 2-3 years of sales/service experience in a financial environment. Responsibilities include excellent stakeholder management and service delivery....
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Private Wealth Advisor: Grow Portfolios
2 days ago
Mbombela, South Africa Firstrand Namibia Limited Full timeA financial services provider in Mbombela is looking for a Private Banking Advisor to manage a portfolio of Private Wealth Clients. The ideal candidate should have a degree in Finance or Accounting and hold a RE5 Certificate, along with 2-3 years of sales or service experience in the financial sector. Responsibilities include stakeholder management and...
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Private Client Advisor
2 days ago
Mbombela, South Africa Firstrand Bank Limited Full timeDescription 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 Private Advisor Welcome to FNB,...
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Private Wealth Banker
3 weeks ago
Mbombela, South Africa Absa Bank Full timePrivate Wealth Banker - Pipeline Nelspruit page is loaded **Private Wealth Banker - Pipeline Nelspruit**locationsMbombela time typeFull time posted onPosted 30+ Days Ago job requisition idR- ****Empowering Africa’s tomorrow, together…one story at a time.****With over 100 years of rich history and strongly positioned as a local bank with regional and...
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Private Wealth Banker: Growth
6 days ago
Mbombela, South Africa Absa Bank Full timeA leading financial institution in Mpumalanga is looking for a Private Wealth Banker to build and maintain relationships with clients. The role requires achieving financial targets and improving customer experience while adhering to compliance regulations. Candidates should have a relevant bachelor's degree and experience in client relationship management....
