Private Wealth Advisor

6 months ago

Johannesburg, South Africa FirstRand Full time

Job Description

To deliver exceptional experience and education to Private Wealth or RMBPB 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 Wealth 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.

As part of our Private Wealth and Advisory Team, you will be surrounded by unique talents, diverse minds, and an adaptable environment that lives up to the promise of staying curious. Now’s the time to imagine your potential in a team where experts come together and ignite effective change.

Are you someone who can:

- Provide appropriate banking and financial solutions across an allocated portfolio of clients
- Conduct client reviews within the context of client engagements and market all financial services solutions within the relevant business offering
- Identify Local and Offshore fiduciary opportunities and advise on client philanthropy
- Identify and utilise opportunities for revenue growth to deliver on sales targets
- Achieve revenue and profit targets by growing portfolio base, providing independent holistic advice and solutions that ensure revenue and profit growth
- Develop, encourage and nurture collaborative relationships within FNB and/or across the First Rand Group
- Deliver customer experience excellence in own service delivery aligned to Organisational values and service standards
- Deliver internal and external customer service excellence through adherence to quality service standards
- Prevent wastage and identify process improvements to contain and reduce costs
- Relevant Degree in - Degree in Finance, Economics or Accounting (CFP preferred).
- Have 3 to 5 years’ experience in a Investment, Financial Planning, Wealth Management, and client facing environment as a Financial Advisor (Banking experience will be an advantage).
- The following sub-category 1 financial products is essential and must be signed off supervision.
- 1.3 Long-Term Insurance subcategory B1
- 1.4 Long-Term Insurance subcategory C
- 1.5 Retail Pension Benefits
- 1.14 Participatory Interests in a Collective Investment Scheme
- 1.17 Long-term Deposits
- 1.18 Short-term Deposits
- 1.22 Long-term Insurance subcategory B1-A

You will have access to:

- Full understanding of money management principles.
- Servicing a portfolio of clients and in acquisition of new relationships.
- Compliance to legislative and audit requirements and adherence to relevant processes.
- Participate in planned activities that are appropriate for your own development.
- Building working relationships across teams and functional lines to enhance work delivery, collaboration and innovation

We can be a match if you are:

- 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

Job Details

Application Closing Date

13/02/24

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