Private Clients Advisor

Job Description

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)

Experience - 3 to 5 years’ experience within a Sales/Service area of a financial environment.

Signed off on FAIS categories

We Can Be a Match If You Are

Able to build sound relationships based on trust and openness.

Contribute to a culture of service excellence, which builds positive relationships and provides opportunity for feedback and exceptional service.

Curious & courageous - you're driven by always wanting to know more and learn more and you're brave enough to

Obsessed with mastery - you know what it takes to become good at what you do and are constantly pushing yourself to do it.

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.

#POST

#FNB

#LI-EM1

We look forward to engaging with you further. Apply now!

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.