Private Client Advisor Rural

Fnb South Africa; Durban; On-site; ZAR 30 000 - 60 000; Full time

Job summary

An established industry player is seeking a dynamic individual to enhance client relationships and drive sales in the financial sector. This role focuses on delivering exceptional service and education to private clients, utilizing contextual money management principles. Ideal candidates will have a strong background in financial services, with a commitment to excellence and a passion for client retention. Join a team that values innovation and collaboration, where your contributions can make a significant impact on client success and business growth.

Benefits

Uncapped earning potential

Networking opportunities

Innovation opportunities

Qualifications

• 3-5 years experience in sales/service within a financial environment.
• NQF Level 7 degree and RE5 compliance certificates required.

Responsibilities

• Deliver exceptional client experience and education on wealth creation.
• Manage leads pipeline to assist with profit growth.

Skills

Client Relationship Management

Sales Strategy

Financial Services Knowledge

Lead Generation

Regulatory Compliance

Education

NQF Level 7 FSCA Approved Degree

RE5 Regulatory Compliance Certificates

Job description

To deliver exceptional experience and education to Private Clients and 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.

Welcome to FNB, the home of the #changeables.

We design for the shapeshifters and deliver products and services that make us incredibly proud of the people who 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

• Deliver exceptional experience and education to Private Clients on basic wealth creation and 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 effective management of the leads pipeline.
• Produce consistently high-quality outputs within agreed deadlines.

You Will Be an Ideal Candidate If You

• Hold a relevant NQF level 7 FSCA approved Degree.
• Possess RE5 Regulatory Compliance Certificates with relevant COB (Class of Business).
• Have 3 to 5 years' experience within a Sales / Service area of a financial environment.
• Are signed off on FAIS categories.

You Will Have Access To

• Opportunities to network and collaborate.
• Earn basic guaranteed rewards with uncapped earning potential.
• Opportunities to innovate.

We Can Be a Match If You Are

• Able to build sound relationships based on trust and openness.
• Contribute to a culture of service excellence, which builds positive relationships and provides opportunities for feedback and exceptional service.
• Curious and courageous — driven by a desire to learn more and brave enough to take on new challenges.
• Obsessed with mastery — committed to becoming proficient and constantly improving.

Ensure growth and increase in customer base by managing existing clients, generating new leads, and growing the active customer account base.

Comply with relevant statutory, legislative, policy, and governance requirements as well as set processes and procedures related to area of specialization.

Note that applications will not be accepted on or after the date below. Please submit your application ahead of the closing date:

04 / 05 / 25

All appointments will be made in line with FirstRand Group's Employment Equity plan.

The Bank supports the recruitment and advancement of individuals with disabilities. Candidates can disclose their disability information voluntarily. This information will be kept confidential unless required by law to disclose.

We look forward to engaging with you further.

Apply now!

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