Private Client Advisor Rural

FNB South Africa; East London; On-site; ZAR 300 000 - 450 000; Full time

Job summary

A leading company in the financial sector seeks a Private Client Advisor to enhance client experiences and drive sales. The role involves educating clients on wealth creation and managing financial solutions. Ideal candidates will have a strong background in banking and financial planning, with a focus on relationship building and achieving targets.

Benefits

Networking and collaboration opportunities

Guaranteed rewards with uncapped earning potential

Opportunities to innovate and provide banking solutions

Qualifications

• 3 to 5 years in sales or service within a financial environment.
• Strong background in Banking, Investment, Financial Planning, or Wealth Management.

Responsibilities

• Deliver exceptional experience and education to Private Clients.
• Market all financial services solutions within the relevant business offering.
• Assist with profit growth by effectively managing the leads pipeline.

Skills

Client Relationship Management

Wealth Management

Sales

Education

NQF level 7 FSCA approved Degree

Certified Financial Planner (CFP)

Job description

Job Title: Private Client Advisor Rural

Job Location: Eastern Cape, East London

Deadline: June 15, 2025

Job Description

1. 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.
2. Act as a Private Clients Advisor.
3. Represent FNB, the home of the #changeables, designing solutions for shapeshifters and delivering pride-inspiring products and services.
4. Contribute to improving clients' lives through simple, effective solutions that meet their needs.

Are you someone who can:

1. Deliver exceptional experience and education to Private Clients on wealth creation and accumulation.
2. Increase VSI and drive client retention using Money Management principles.
3. Market all financial services solutions within the relevant business offering.
4. Assist with profit growth by effectively managing the leads pipeline.
5. Produce high-quality outputs within deadlines.

Ideal Candidate Profile:

1. Minimum Qualification: Relevant NQF level 7 FSCA approved Degree.
2. RE5 Regulatory Compliance Certificates with relevant COB (Class of Business) - Essential.
3. Preferred Qualification: Certified Financial Planner (CFP).
4. Experience: 3 to 5 years in sales or service within a financial environment.
5. Strong background in Banking, Investment, Financial Planning, or Wealth Management.

Benefits:

1. Networking and collaboration opportunities.
2. Guaranteed rewards with uncapped earning potential.
3. Opportunities to innovate and provide banking and financial solutions.
4. Identify and advise on fiduciary opportunities and client philanthropy.

We are looking for:

1. Relationship builders based on trust and openness.
2. Individuals who achieve revenue and profit targets by growing their portfolio and providing holistic advice.
3. Contributors to a culture of service excellence.