Private Advisor

To provide an exceptional experience to private clients focused on foundational wealth creation, accumulation, and protection strategies. Enhance client engagement and loyalty by applying contextual Money Management principles, driving growth in the Vertical Sales Index (VSI), and fostering long-term client retention and entrenchment.

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.

You will be an ideal candidate if you

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 can be a match if you are

Signed off for supervision of all your SUB-CATS

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.

This role is advertised for talent pipeline purposes and is not linked to an immediate vacancy.

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.