Private Client Advisor Rural
1 week ago
Description: To deliver exceptional experience and education to 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 contextual Money Management principles. Hello future Private Clients 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. Goal: Improvement on the lives of customers through simple, effective solutions that meet their needs. 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 Minimum Qualification: Relevant NQF level 7 FSCA approved Degree. RE5 Regulatory Compliance Certificates with relevant COB (Class of Business) - Essential. Preferred Qualification: Certified Financial Planner (CFP). Experience: 3 to 5 years' experience within a Sales/Service area of a financial environment. Strong background in Banking / Investment / Financial Planning / Wealth Management. What We Offer Opportunities to network and collaborate. Earn basic guaranteed rewards with uncapped earning potential. Opportunities to innovate, provide appropriate banking and financial solutions across an allocated portfolio of clients. Identify Local and Offshore fiduciary opportunities and advise on client philanthropy. Ideal Candidate Able to build sound relationships based on trust and openness. Achieving revenue and profit targets by growing portfolio base, providing independent holistic advice, solutions that ensure revenue and profit growth in line with stated KPI's across the Insure, Investments, Loans. #J-18808-Ljbffr
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East London, South Africa FNB South Africa Full timeA leading financial institution in East London is seeking a Private Client Advisor Rural to deliver exceptional client experiences and manage a portfolio of wealth solutions. The ideal candidate will have a relevant financial degree and significant experience in client management within a financial environment. This role offers the opportunity for uncapped...
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Rural Private Client Advisor — Wealth Growth
1 week ago
East London, South Africa Ananzi Full timeA leading financial services provider in East London is seeking a Private Clients Advisor to enhance client portfolios through effective wealth creation and management strategies. The role involves delivering exceptional service, driving sales growth, and providing tailored financial solutions. Candidates should have a relevant degree, RE5 certification, and...
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Financial Advisor Sales Eastern Cape Role
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East London, South Africa Innovative Financial Advisor Services Full time**Financial Advisor** **Sales Eastern Cape Role** - Innovative a leading finical service provider in South Africa that serves individual, businesses and institutional clients. - We believe in people who believe in themselves and have a strong desire to make a success of their lives and strive to create an environment where motivated people with positive...
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Private Wealth Advisor
2 days ago
East London, South Africa FirstRand Full timeAbout us, purpose, experience and qualifications **about us**: - make a promise - be deeply invested - value our differences - build trust, not territory - have courage - always do the right thing **purpose**: - To deliver exceptional experience and education to Private Wealth or RMBPB clients on basic wealth creation, accumulation and overall protection...
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Private Wealth Advisor
4 days ago
East London, South Africa Kamo Placement Full timeEastern Cape, East London - Annually Cost To Company (Market related, Negotiable) To deliver exceptional experience and education to Private Wealth or 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...
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Branch Financial Advisor
7 days ago
East London, South Africa Sanlam Limited Full timeA leading financial services group is seeking a Branch Consultant/Financial Advisor in East London. This role involves providing financial advice, managing client relationships, and ensuring compliance with regulations. Successful candidates will have a year of sales experience along with a Grade 12 qualification and relevant financial certifications. Join a...
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Branch Financial Advisor — Client Growth
3 days ago
East London, South Africa Sanlam Limited Full timeSanlam Limited is seeking a Branch Consultant/Financial Advisor in East London to provide exceptional client service and sound financial advice. The role involves managing client relationships, understanding their financial needs, and ensuring compliance with all regulations. With strong growth opportunities, this position is perfect for someone eager to...
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East London, South Africa Metropolitan Full timeA leading financial services company is seeking a Financial Advisor in East London. This entry-level role focuses on attracting and retaining clients by selling products and providing personalized financial advice. Candidates with a Matric/N4 qualification and 1-5 years of relevant experience are encouraged to apply. Strong computer skills and fluency in...
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Entry-Level Financial Advisor: Client Growth
3 weeks ago
East London, South Africa Momentum Full timeA leading financial services provider in East London is seeking an entry-level Financial Advisor to attract, acquire, and retain clients while selling financial products. Responsibilities include creating personalized financial plans and ensuring compliance with regulations. The ideal candidate should have a matric qualification, relevant regulatory exams,...
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Marine Advisor
1 week ago
East London, South Africa TRS Staffing Full time**FUNCTION**: MARINE ADVISOR **DISCIPLINE**: ENGINEERING **LOCATION**: ABIDJAN, IVORY COAST **DURATION**: PERMANENT **SALARY**: MARKET RELATED - ________________________ "TRS has an exciting opportunity for a fluent English & French speaking MARINE ADVISOR to join our leading International Client's Project team located in Ci-Aidjan Immeuble Baini, Abidjan,...
