Private Client Advisor
2 months ago
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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