Private Advisor

Job Description

To deliver exceptional experience and education to Private 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. All appointments will be made in line with the Banks Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. 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.

In accordance with National Credit Act (NCA) candidates applying for this role will require a credit record check.

Hello future Private Advisor - CPT - Willowbridge

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.

Nows the time to imagine your potential in a team where experts come together and ignite effective change.

Goal: Improvement on the lives of customers through simple, effective solutions that meet their 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

• Minimum Qualification - Relevant NQF level 7 FSCA approved Degree.
• RE5 Regulatory Compliance Certificates 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.

Are you interested to take the step? Apply now!

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#ID:143620

Job Details

Application Closing Date

30/04/24

All appointments will be made in line with FirstRand Groups 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.