Private Client Advisor

4 weeks ago


Port Elizabeth, South Africa FirstRand Full time

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



  • Port Elizabeth, Eastern Cape, South Africa FirstRand Bank Limited Full time

    Job SummaryFirstRand Bank Limited is seeking a skilled Private Wealth Advisor to join our team. As a Private Wealth Advisor, you will be responsible for delivering exceptional experience and education to Private Clients/Private Clients RMB clients on basic wealth creation, accumulation.Key ResponsibilitiesDeliver exceptional experience and education to...


  • Port Elizabeth, Eastern Cape, South Africa FirstRand Bank Limited Full time

    About the RoleWe are seeking a highly skilled and experienced Private Wealth Advisor to join our team at FirstRand Bank Limited. As a key member of our Private Banking and Advisory Team, you will be responsible for delivering exceptional experience and education to our Private Wealth clients.Key ResponsibilitiesGrow portfolio base and provide independent...

  • Private Advisor

    2 days ago


    Port Elizabeth, South Africa FirstRand Full time

    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. FNB introduction Welcome to FNB, the home of the...

  • Financial Advisor

    1 week 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...


  • Port Elizabeth, Eastern Cape, South Africa On Line Personnel Full time

    Job Position: Service Advisor – Automotive Motor Dealership Industry**Job Summary:**We are seeking a highly skilled and experienced 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 service experience.Key...


  • Port Elizabeth, Eastern Cape, South Africa On Line Personnel Full time

    Job Position: Service Advisor – Automotive Motor Dealership IndustryJob Reference: 4707Location: Eastern CapeSalary: R15 000 to R17 000 per month, commensurate with qualification and experience, plus lucrative incentiveJob Summary:We are seeking a skilled Service Advisor to join our team at On Line Personnel. As a Service Advisor, you will be responsible...


  • Port Elizabeth, Eastern Cape, South Africa Salt Employee Benefits Full time

    About the RoleWe are seeking a highly skilled and experienced Client Liaison Officer to join our team at Salt Employee Benefits. As a key member of our team, you will be responsible for ensuring compliance with the Private Security Sector Provident Fund (PSSPF) and the National Bargaining Council Private Security Sector (NBCPSS).Key...

  • Senior Credit Advisor

    2 months ago


    Port Elizabeth, South Africa BKB Full time

    The 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...

  • Client Liaison Officer

    4 months ago


    Port Elizabeth, South Africa Salt Employee Benefits Full time

    PURPOSE OF THE ROLE:To ensure compliance in the Private Security Sector Provident Fund (PSSPF) by participating employers to the Pension Fund’s Act of 1956 with specific emphasis to Section 13A.To ensure compliance in the National Bargaining Council Private Security Sector (NBCPSS) by all security companies in the industry.Inform and ensure that...

  • Technical Advisor

    3 days ago


    Port Elizabeth, Eastern Cape, South Africa Quantumfoods Full time

    About Quantum FoodsQuantum Foods is a diversified business providing quality animal protein to selected markets. The company is listed on the JSE main board in the sector under the share code QFH.The Group has fully integrated businesses with access to superior genetics. The Feed Producing Unit has state-of-the-art manufacturing facilities and a strategic...

  • Credit Advisor

    1 week 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...


  • Port Elizabeth, South Africa Sanlam Full time

    **Who are we?** SanlamConnect is dedicated to supporting, growing and empowering clients with affordable, easy and suitable solutions, primarily through face-to-face intermediary channels, but also directly. We have approximately 2,000 tied Advisors and 2,000 supporting independent Brokers, all dedicated to meet the financial needs of our clients. Our...

  • Sales Advisor

    7 days ago


    Port Elizabeth, Eastern Cape, South Africa Global Recruitment SA Full time

    Sales Consultant Position OverviewWe are seeking a motivated and experienced Sales Consultant to join our dynamic team at Global Recruitment SA. This role is essential in driving our sales initiatives within the higher education sector.Key Qualifications:Completion of Grade 12; additional tertiary qualifications will be advantageous.A minimum of 2 to 5 years...

  • Technical Advisor

    4 weeks ago


    Port Elizabeth, South Africa Fourier Recruitment Full time

    Provide Technical Advice to clients Identify and visit prospect clients Weekly client visits and follow up on feed orders Weekly feedback and planning on client visit schedule Client complain follow up and problem solving Communication with technical department on product performance and suggested product changes Technical Advice to Marketing Team Quality...


  • Port Elizabeth, South Africa PPS Recruitment Full time

    Purpose of the Job: The key purpose of this role is to provide professional financial services to a client or a member. The successful candidate will be responsible for sourcing, retaining, and growing a membership and client base for eligible professionals by implementing PPS financial solutions in line with the client’s needs.


  • Port Elizabeth, South Africa PPS Recruitment Full time

    **Job Advert Summary**: **Purpose of the Job**: **Minimum Requirements**: **Formal Qualifications**: - Matric (Grade 12) - Relevant commercial/legal/industry specific NQF L6 tertiary qualification is the minimum preferable - NQF L7 and higher is highly advantageous - RE 5 completed - Successful completion of supervisory process - FAIS fit and proper -...


  • Port Elizabeth, South Africa Sanlam Full time

    Who are we? SanlamConnect is dedicated to supporting, growing and empowering clients with affordable, easy and suitable solutions, primarily through face-to-face intermediary channels, but also directly. We have approximately 2,000 tied Advisors and 2,000 supporting independent Brokers, all dedicated to meet the financial needs of our clients. Our...

  • Franchise Principal

    1 month ago


    Port Elizabeth, Eastern Cape, South Africa Afro Miaki Group PTY(LTD) Full time

    Starting your own business can be very daunting. Our insurance client will try and make your life easier when starting your own franchise. They will give you the necessary backup and support to get the business off the ground by working with the Franch...• Have a minimum of 5 years of financial planning experience. • The ability to lead a team of...

  • Dental Assistant

    4 weeks ago


    Port Elizabeth, South Africa MHR Full time

    **Job Advert Summary**: Our client, one of the leading private healthcare providers, is looking for **Dental Assistants **to work **locum shifts** **at private dental facilities in **Gqeberha / Port Elizabeth** in Eastern Cape province. You will help with preparing patients, sterilizing instruments, setting up rooms, and some dental hygiene tasks. To do...


  • Port Elizabeth, South Africa Sanlam Full time

    **Who are we?** Sanlam Life Ltd is one of the top financial services providers in the South African market. We’re all about building strong, lasting relationships with our financial advisors. We know that you have hopes for your future - your career, your personal development and of achieving great things. We pride ourselves in helping our financial...