Private Wealth Advisor
6 days 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 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.
We can be a match if you are:
- 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.
- If your track record in wealth management precedes you and you meet the above requirements, we would like to have a conversation with you._
Job Details
01/02/25
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