Private Client Advisor

2 months ago


Johannesburg, South Africa FirstRand Full time

Job Description

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 Banking 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.
- Have a relevant FSCA approved NQF Level 7 or Higher Qualification
- RE5 Regulatory Compliance Certificate
- Completed Class of Business in Long Term Insurance, Investments and Pension Benefits
- Minimum of 3 years experience within the financial services industry.

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:

- Signed off for supervision of all your SUB-CATS
- Able to build sound relationships based on trust and openness.
- 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.

post

fn

LI-LS2

Job Details

20/11/24



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