Private Client Advisor
4 months ago
Job Description
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.
Role purpose:
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.
Are you someone who can:
- Deliver exceptional experience and education to Private Clients/Private Clients RMB 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.
- 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.
- 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 be self-driven to achieve your targets and set goals.
- Obsessed with mastery - you know what it takes to become good at what you do and are consistent with self-motivation.
- 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.
LI-NK3
POST
FNB Job Details
Application Closing Date
25/08/24
-
Private Advisor
1 month ago
Port Elizabeth, South Africa FirstRand Full timeJob 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 Private Clients...
-
Private Advisor
4 months ago
Port Elizabeth, South Africa FirstRand Full timeJob 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. FNB introduction Welcome to FNB, the home of the...
-
Banking Advisor
3 months ago
Port Elizabeth, South Africa FirstRand Full timeJob Description To assist in proactively managing a portfolio of FNB Private Wealth Clients with a team of Private Advisors through provision of analysis, research and sales and service fulfilment with the intent of identifying additional opportunities for banking new clients and growing a portfolio of existing clients through effective stakeholder...
-
Private Broker
2 months ago
Port Elizabeth, South Africa Aon Corporation Full timePosting Description: **Private Broker - Port Elizabeth** Do you have portfolio management experience? Excellent negotiation skills? Read on! Aon South Africa is hiring a Private Broker, this is a hybrid role with the flexibility to work both virtually and from our Port Elizabeth office. The role of a private broker is to manage, oversee, grow and...
-
Financial Advisor
4 months ago
Port Elizabeth, South Africa Innovative Full time**Financial Advisor** **Sales Role Eastern Cape** - Innovative is a leading financial service provider in South Africa that serves individuals, businesses and institutional clients. - We need people who are goal orientated and have a strong desire to make a success of their lives. - We strive to create an environment where motivated people with a positive...
-
Service Advisor Position in Motor Industry
2 months ago
Port Elizabeth, Eastern Cape, South Africa On Line Personnel Full timeService Advisor RoleAs a Service Advisor for the motor industry, you will be responsible for providing exceptional customer service and ensuring that our clients receive the highest level of service.Key Responsibilities:• Minimum of Matric qualification• Excellent customer service and liaison skills, with a proven track record in a Service Advisor...
-
Service Advisor Position in PE
2 weeks ago
Port Elizabeth, Eastern Cape, South Africa On Line Personnel Full timeAt On Line Personnel, we are looking for a skilled Service Advisor to help us deliver exceptional service to our clients in the motor industry. If you have a passion for cars and excellent communication skills, we want to hear from you!About the Role:Assist customers with their car repair needsProvide expert advice on car maintenance and repairsWork closely...
-
Regional Data Protection Advisor
1 month ago
Port Elizabeth, South Africa Jobted ZA C2 Full timeRegional Data Protection Advisor Posting End Date - 05-Dec-2024 Location :Kariega Relocation :Company will cover Job Details Our client which is an international automotive OEM is looking to fill the Regional Data Protection Advisor position in the Data Protection Department based in Kariega Brief Role Description - The Specialist: Regional Data...
-
High-Net-Worth Client Advisor
2 weeks ago
Port Elizabeth, Eastern Cape, South Africa The Recruitment Council Full timeKey ResponsibilitiesIn this challenging and rewarding role as a Wealth Manager, you will be responsible for analysing financial information obtained from clients to develop a financial plan or proposal using the correct tools. You will also formulate proposals in cash management, risk needs, investment planning, estate planning, or other areas to help...
-
Agricultural Credit Advisor
4 weeks ago
Port Elizabeth, South Africa CLS Human Capital Specialists Full timeJob title : Agricultural Credit Advisor Job Location : Eastern Cape, Port Elizabeth Deadline : December 12, 2024 Quick Recommended Links Jobs by Location Job by industries Job Purpose: The successful candidate will collaborate with multiple divisions and subsidiaries to prepare comprehensive, quality credit applications for approval. ...
-
Senior Credit Advisor
6 months ago
Port Elizabeth, South Africa BKB Full timeThe Senior Credit Advisor will be responsible for managing and mitigating credit risk by evaluating and processing credit applications, advising on credit policies, and developing strategies to improve the creditworthiness of clients. This role involves overseeing credit analysts’ responsibilities, maintaining relationships with key stakeholders, and...
-
Motor Industry Service Expert
1 month ago
Port Elizabeth, Eastern Cape, South Africa On Line Personnel Full timeService Advisor - Motor Industry OpportunityWe are seeking a skilled Service Advisor to join our team at On Line Personnel. The ideal candidate will possess excellent customer service and liaison skills, with a proven track record as a Service Advisor in the motor industry.Key Responsibilities:Providing exceptional customer service and supportMaintaining...
-
Marketing Assistant
1 month ago
Port Elizabeth, South Africa IIE Varsity College , IIE Vega and IIE MSA Full time**Direct Reporting Line**: Head: Student Recruitment **Varsity College** is an educational brand of The Independent Institute of Education (The IIE). The IIE enjoys the reputation of being at the forefront of private higher education in South Africa and is registered with the Department of Higher Education and Training (DHET) to provide higher education...
-
Car Repair Specialist Wanted
2 weeks ago
Port Elizabeth, Eastern Cape, South Africa On Line Personnel Full timeWe are seeking a qualified Service Advisor to join our team at On Line Personnel. As a Service Advisor, you will be responsible for providing exceptional customer service and ensuring that our clients receive the best possible experience in the motor industry.About You:You have a minimum of Matric qualificationYou have a proven track record as a Service...
-
Automotive Service Professional
2 months ago
Port Elizabeth, Eastern Cape, South Africa On Line Personnel Full time**Service Advisor Role at On Line Personnel**At On Line Personnel, we are looking for a Service Advisor to join our team in the motor dealership industry. As a key member of our service team, you will be responsible for providing excellent customer service and ensuring that our clients receive top-notch service.**Key Responsibilities:**Provide exceptional...
-
Lecturer: School of Law
2 months ago
Port Elizabeth, South Africa IIE Varsity College , IIE Vega and IIE MSA Full time**Direct Reporting Line**: Head of Law **Varsity College** is an educational brand of The Independent Institute of Education (The IIE). The IIE enjoys the reputation of being at the forefront of private higher education in South Africa and is registered with the Department of Higher Education and Training (DHET) to provide higher education qualifications...
-
Motor Industry Service Support Specialist
2 weeks ago
Port Elizabeth, Eastern Cape, South Africa On Line Personnel Full timeAbout the RoleWe are seeking a highly skilled Service Advisor to join our team in the motor industry. As a key member of our support team, you will be responsible for providing exceptional customer service and ensuring seamless communication with clients.Key ResponsibilitiesProvide outstanding customer service and supportEffectively communicate with clients...
-
Credit Advisor
4 months ago
Port Elizabeth, South Africa BKB Ltd Full time**QUALIFICATIONS, EXPERIENCE, KNOWLEDGE**: - B degree in Agricultural Economics - Minimum of 5 years’ relevant work experience **SKILLS AND COMPETENCIES**: - Excellent analytical and problem-solving skills - High level negotiation skills - Strong attention to detail and accuracy - Exceptional communication and interpersonal skills - Ability to work...
-
Financial Leadership Consultant
2 months ago
Port Elizabeth, Eastern Cape, South Africa Afro Miaki Group PTY Full timeFinancial Advisor Role OverviewThe Afro Miaki Group PTY seeks a talented Financial Advisor to champion the financial goals of our valued customers. This role involves identifying client financial needs, providing expert advice, and implementing personalized financial solutions. To succeed, you must be skilled at networking and relationship building, with a...
-
Results-Driven Customer Service Representative
1 month ago
Port Elizabeth, Eastern Cape, South Africa FirstRand Bank Limited Full timeCompany OverviewFirstRand Bank Limited is a leading financial institution in South Africa, committed to delivering innovative and contextual financial solutions to its customers.We strive to create a better world by being a trusted partner, providing excellent customer service and exceeding our customers' expectations.Job DescriptionThe External Sales and...