Private Advisor at FNB South Africa

Job Description

• To 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
• Private Advisor - Cape Town
• 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. 

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.