Private Clients Advisor- CPT at FNB South Africa

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.

Are you someone who can:

• Build working relationships across teams and functional lines to enhance work delivery, collaboration and innovation
• Identify and utilise opportunities for revenue growth to deliver on sales targets
• Provide appropriate banking and financial solutions across an allocated portfolio of clients
• Develop, encourage and nurture collaborative relationships within FNB and/or across the FRG
• Ensure compliance to legislative and audit requirements and adherence to relevant processes
• Conduct client reviews within the context of client engagements and market all financial services solutions within the relevant business offering
• Deliver customer experience excellence in own service delivery aligned to Organisational values and service standards
• Deliver internal and external customer service excellence through adherence to quality service standards
• Prevent wastage and identify process improvements to contain and reduce costs
• Achieve revenue and profit targets by growing portfolio base, providing independent holistic advice and solutions that ensure revenue and profit growth

You will be an ideal candidate if you:

• Relevant NQF7 Level Degree in Finance, Economics or Accounting.
• Completed RE5 qualification.
• Experience - 3 to 5 years’ experience within a Sales/Service area of a financial environment.

Candidates are required to have sign-off on the following sub-categories:

• Long-Term Insurance subcategory B1
• Long-Term Insurance subcategory C
• Retail Pension Benefits
• Participatory Interests in a Collective Investment Scheme
• Long-term Deposits (advantage)
• Short-term Deposits (advantage)
• Long-term Insurance subcategory B1-A

End Date: June 13, 2026