Private Clients Advisor-13

5 days ago

Floor Portside Buitengracht Street Cape Town City Centre Cape Town, South Africa FirstRand Bank Full time R2 500 000 - R4 500 000 per year
Job DescriptionTo 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

Welcome to FNB, the home of the #changeables.

We design for the shapeshifters and deliver products and services that make us 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.

Goal: Life improvement on lives through simple, effective solutions fulfilling client needs.

Are you someone who can:

  • 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.

You will be an ideal candidate if you:

  • Have NQF level 7, FSCA recognized Degree.
  • RE5 Regulatory Compliance Certificate with relevant COB (Class of Business) - Essential
  • Preferred Qualification - Certified Financial Planner (CFP)
  • Experience - 3 to 5 years' experience within a Sales/Service area of a financial environment.
  • Strong background in Banking /Investment / Financial Planning / Wealth Management

You will have access to:

  • Opportunities to network and collaborate.
  • Earn basic guaranteed rewards with uncapped earning potential.
  • Opportunities to innovate, provide appropriate banking and financial solutions across an allocated portfolio of clients.
  • Identify Local and Offshore fiduciary opportunities and advise on client philanthropy.

We can be a match if you are:

  • Able to build sound relationships based on trust and openness.
  • Achieving revenue and profit targets by growing portfolio base, providing independent holistic advice, solutions that ensure revenue and profit growth in line with stated KPI's across the Insure, Investments, Loans & Transact Pillar and Products
  • Contribute to a culture of service excellence, which builds positive relationships and provides opportunity for feedback and exceptional service.
     
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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