Private Advisor

4 days ago

Floor Portside Buitengracht Street Cape Town City Centre Cape Town, South Africa FirstRand Bank Full time R2 500 000 - R5 000 000 per year
Job Description

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.

About the Role

To deliver exceptional experience and education to Private Clients/Private Clients RMB clients on basic wealth creation, accumulation, and overall protection tactics to increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principles.

Responsibilities

  • Deliver exceptional experience and education to Private 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.

Essential Qualifications & requirements

  • Minimum Qualification - Relevant NQF level 7 FSCA approved bachelor's degree.
  • RE5 Regulatory Compliance Certificates with relevant COB (Class of Business) - Essential.
  • Preferred Qualification - Certified Financial Planner (CFP).
  • Complete and signed off on supervision by relevant KI.
  • Experience - 3 to 5 years' experience within a Sales/Service area of a financial environment
  • Strong background in Banking /Investment / Financial Planning / Wealth Management.

Required Skills

  • Building trust-based relationships → Relationship-Driven
  • Achieving revenue and profit targets through holistic advice across financial pillars → Financial Growth
  • Creating a culture of service excellence and feedback → Service Excellence

Preferred Skills

  • Entrepreneurial or incentive-driven mindset - Network and collaborate.
  • Earn basic guaranteed rewards with uncapped earning potential.
  • Innovate, provide appropriate banking and financial solutions → Financial Advisory & Innovation
  • Identify Local and Offshore fiduciary opportunities and advise on client philanthropy → Fiduciary Expertise & Philanthropic Advisory

Equal Opportunity Statement

In accordance with National Credit Act (NCA) candidates applying for this role will require a credit record check. All appointments will be made in line with the Bank's Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfil this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to third parties.

Job Details

Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.

07/12/

All appointments will be made in line with FirstRand Group's Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.

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