Private Advisor

RMB Nigeria Limited; Upington; Vor Ort; ZAR 420.000 - 640.000; Vollzeit

Benefits dieser Stelle

Guaranteed rewards

Uncapped earning potential

Zusammenfassung

FNB is seeking a Private Advisor to provide wealth creation guidance and client education for RMB clients in Upington. You will help grow the VSI and strengthen client retention by applying contextual Money Management principles.

The role requires an NQF level 7 FSCA approved degree, RE5 compliance certificates, and 3–5 years in a financial sales/service environment. Training and growth opportunities are provided within the bank's framework.

Qualifikationen

• Minimum Qualification - Relevant NQF level 7 FSCA approved Degree.
• RE5 Regulatory Compliance Certificates with relevant COB (Class of Business).
• Experience - 3 to 5 years' experience within a Sales/Service area of a financial environment.

Aufgaben

• Deliver exceptional experience and education to Private Clients and RMB clients on basic wealth creation and accumulation.
• Increase vertical sales index (VSI) and drive client retention and entrenchment using contextual Money Management principles.
• Understand and market all financial services solutions within the relevant business offering.
• Assist with profit growth by ensuring effective management of the leads pipeline.
• Produce consistently high-quality outputs within agreed deadlines.

Ausbildung

NQF level 7 FSCA approved Degree

Jobbeschreibung

Private Advisor page is loaded## Private Advisorlocations: Upingtonposted on: Posted Todaytime left to apply: End Date: December 30, 2026 (30+ days left to apply)job requisition id: R48537# **Job Description**To provide an exceptional experience to private clients focused on foundational wealth creation, accumulation, and protection strategies. Enhance client engagement and loyalty by applying contextual Money Management principles, driving growth in the Vertical Sales Index (VSI), and fostering long-term client retention and entrenchment.Hello future Private AdvisorWelcome to FNB, the home of the #changeables.We design for the shapeshifters and deliver products andservices 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:*** Deliver exceptional experience and education to Private Clients/Private Clients RMB clients on basic wealth creation, 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 ensuring effective management of the leads pipeline.* Produce consistently high-quality outputs within agreed deadlines.**You will be an ideal candidate if you:*** Minimum Qualification - Relevant NQF level 7 FSCA approved Degree.* RE5 Regulatory Compliance Certificates with relevant COB (Class of Business) Meet all requirements on SUB-CATS.* Experience - 3 to 5 years' experience within a Sales/Service area of a financial environment.**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:*** Signed off for supervision of all your SUB-CATS* Able to build sound relationships based on trust and openness.* Ensure growth and increase in customer base by ensuring the management of existing clients, generates new leads and grows 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.This role is advertised for talent pipeline purposes and is not linked to an immediate vacancy.#Post#FNB#LI-CR1## **Important Closing Date Note**#**Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.**30/12/26All appointments will be made in line with FirstRand Group's Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.Introduce yourself to our recruiters and we will get in touch if there's a role that seems like a good match.Should you have any queries, please log it via.