Private Client Advisor

Fnb South Africa; Durban; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A prominent financial institution seeks a Talent Acquisition Specialist in Durban to enhance customer wealth through effective management of private client relationships. The ideal candidate will possess a NQF level 7 degree and Regulatory Compliance Certificates, along with 3-5 years of sales experience. This full-time role offers uncapped earning potential while promoting service excellence and client retention. Join a company dedicated to fostering a diverse workforce and advancing individuals with disabilities.

Benefits

Opportunities to network and collaborate

Basic guaranteed rewards with uncapped earning potential

Opportunities to innovate

Qualifications

• Minimum 3 to 5 years of experience within a sales/service area of a financial environment.
• Signed off on FAIS categories.

Responsibilities

• Deliver exceptional experience and education to Private Clients.
• Drive client retention and entrenchment through contextual Money Management principles.
• Assist with profit growth through effective management of leads pipeline.

Skills

Relationship Building

Client Management

Sales Experience

Education

Relevant NQF level 7 FSCA approved Degree

RE5 Regulatory Compliance Certificates

Job description

Talent Acquisition Specialist @ FNB Private Banking | Sourcing and Recruiting Talent

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.

Responsibilities

• 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 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.

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 of experience within a Sales / Service area of a financial environment.
• Signed off on FAIS categories.

Ideal Candidate Traits

• Build sound relationships based on trust and openness and contribute to a culture of service excellence.
• Curious & courageous: driven by always wanting to know more and learn more; brave enough to take on challenges.
• Obsessed with mastery: constantly pushing yourself to be good at what you do.
• Ensure growth and increase in customer base by managing existing clients, generating new leads, and growing 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.

Benefits

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

Job Details

Take note that applications will not be accepted on 20 / 11 / 25 and onwards.

Kindly submit applications ahead of the closing date indicated.

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. In order to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless required by law to disclose it to other parties.

Seniority level: Mid-Senior level

Employment type: Full-time

Job function: Finance and Sales

Industries: Banking

Location: Durban, KwaZulu-Natal, South Africa