Private Advisor Affluent

Ashburton Investments; South Africa; Sur place; ZAR 350 000 - 550 000; Plein temps

Avantages offerts par ce poste

Network and collaboration

Guaranteed basic rewards with uncapped

Opportunities to innovate

Résumé du poste

FNB is seeking a Private Advisor to educate Private Clients on wealth creation, accumulation, and protection tactics, driving VSI and client retention through Money Management principles.

You will market financial services solutions, manage leads, and deliver high-quality outputs within deadlines, contributing to profit growth in a compliant framework.

Qualifications

• 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.
• Signed off on FAIS categories

Responsabilités

• Deliver exceptional experience and education to Private Clients on basic wealth creation, accumulation.
• Increase vertical sales index (VSI) and drive client retention and entrenchment through 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.

Connaissances

Relationship building

Sales experience

Formation

NQF level 7 Degree

Description du poste

# **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 **Hello future Private Advisor**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*** Deliver exceptional experience and education to Private 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)* Experience - 3 to 5 years’ experience within a Sales/Service area of a financial environment.* 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 opportunity for feedback and exceptional service.* Curious & courageous - you're driven by always wanting to know more and learn more and you're brave enough to* Obsessed with mastery - you know what it takes to become good at what you do and are constantly pushing yourself to do it.* 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.We look forward to engaging with you further. Apply now!