Private Client Wealth Advisor

Wesbank; Bellville; On-site; ZAR 420,000 - 660,000; Full time

Job summary

FNB in Bellville invites applications for a Private Client Advisor within its wealth management team. You will proactively grow the balance sheet of an allocated customer base, delivering education on wealth creation and banking solutions to a high-value portfolio.

The ideal candidate has an FSCA approved degree (NQF 7), RE5 certification, and 3–5 years in sales/service within financial services, with a proven ability to build trust and expand the customer base.

Qualifications

• Minimum qualification: FSCA approved Degree at NQF level 7.
• RE5 Regulatory Compliance Certificates with COB (Class of Business).
• 3–5 years’ experience in Sales/Service within a financial environment.

Responsibilities

• Proactively grow the balance sheet of an allocated customer base.
• Deliver exceptional experience and education on wealth creation.
• Increase VSI and drive client retention through Money Management principles.

Job description

FNB in Bellville invites applications for a Private Client Advisor within its wealth management team. You will proactively grow the balance sheet of an allocated customer base, delivering education on wealth creation and banking solutions to a high-value portfolio.

The ideal candidate has an FSCA approved degree (NQF 7), RE5 certification, and 3–5 years in sales/service within financial services, with a proven ability to build trust and expand the customer base.