Private Client Wealth Advisor

First National Bank Namibia Limited; Durban; On-site; ZAR 300,000 - 450,000; Full time

Benefits offered by this job

Networking opportunities

Uncapped earning potential

Opportunities to innovate

Job summary

First National Bank Namibia Limited in Durban is seeking a Private Client Advisor to provide exceptional client experiences, focusing on wealth creation and retention strategies. The ideal candidate will have a relevant NQF level 7 degree and experience in sales within a financial environment.

Applicants should be client-focused, able to manage a leads pipeline effectively, and contribute to a culture of service excellence. This role offers opportunities for networking and uncapped earning potential.

Qualifications

• 3 to 5 years’ experience within a Sales/Service area of a financial environment.
• Signed off on FAIS categories.

Responsibilities

• Deliver exceptional experience to Private Clients.
• Increase vertical sales index (VSI) and drive client retention.
• Market all financial services solutions.

Skills

Client relationship management

Sales and service

Financial services marketing

Education

Relevant NQF level 7 FSCA approved Degree

RE5 Regulatory Compliance Certificates with relevant COB

Job description

First National Bank Namibia Limited in Durban is seeking a Private Client Advisor to provide exceptional client experiences, focusing on wealth creation and retention strategies. The ideal candidate will have a relevant NQF level 7 degree and experience in sales within a financial environment.

Applicants should be client-focused, able to manage a leads pipeline effectively, and contribute to a culture of service excellence. This role offers opportunities for networking and uncapped earning potential.