Private Advisor

4 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 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) Meet all requirements on SUB-CATS.
- 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.

Job Details

Application Closing Date

28/08/24


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