Strategic Wealth Creation Consultant

3 weeks ago


Johannesburg, Gauteng, South Africa FirstRand group Full time

Overview


FNB seeks a skilled Strategic Wealth Creation Consultant to deliver exceptional experience and education to Private Clients/Private Clients RMB clients on basic wealth creation, accumulation.


Key Responsibilities



  • 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.

Requirements



  • 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.

We Offer



  • Opportunities to network and collaborate.
  • Earn basic guaranteed rewards with uncapped earning potential.
  • Opportunities to innovate.


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