Private Advisor - Bellville at FNB South Africa

Are you someone who can:

• Be involved delivering an exceptional experience and education to Private Clients, particularly RMB clients, focusing on basic wealth creation and accumulation.
• Increase the vertical sales index (VSI) and driving client retention through contextual Money Management principles.
• Understand and market all financial services solutions within the relevant business offering, assist in profit growth by effectively managing the leads pipeline, and consistently produce high-quality outputs within agreed deadlines.

You will be an ideal candidate if you:

• Possess a minimum qualification FAIS accredited NQF level 7 Undergraduate or NQF Level 8 Postgraduate qualification in fields such as BCom Investments, Financial Planning, Estate Planning, Financial Management, Accounting, or Economics.
• RE5 Regulatory Certificate
• Certificate and relevant Class of Business (COB) training.
• Additionally, the candidate should have 3 to 5 years of experience in a sales or service role within a financial environment.