Private Client Advisor

Firstrand Bank Limited; Mbombela; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading financial services provider in Mbombela is looking for a Private Advisor to deliver exceptional experience and education to Private Clients regarding wealth creation and financial solutions. You will assist in driving client retention and contribute to sales growth. The ideal candidate has an NQF level 7 degree, RE5 certification, and 3-5 years of experience in a financial environment, with a focus on building sound relationships and service excellence.

Benefits

Uncapped earning potential

Opportunities to innovate

Networking and collaboration opportunities

Qualifications

• Minimum 3 to 5 years' experience within a sales/service area of a financial environment.
• Signed off on FAIS categories.
• Experience in market financial services solutions.

Responsibilities

• Deliver education and experience to Private Clients on wealth creation.
• Assist with profit growth through effective management of leads pipeline.
• Understand and market all financial services solutions.

Skills

Relationship building

Sales experience

Client retention

Education

Relevant NQF level 7 FSCA approved Degree

RE5 Regulatory Compliance Certificate

Job description

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