Private Client Wealth Advisor for Education & Growth

Fnbnamibia; Mbombela (Nelspruit); On-site; ZAR 391,000 - 529,000; Full time

Benefits offered by this job

Guaranteed rewards

Uncapped earning potential

Networking opportunities

Innovation opportunities

Job summary

FNB in Nelspruit seeks a Private Client Advisor to deliver exceptional service to Private Clients and RMB clients. You will promote basic wealth creation, accumulation and protection strategies to grow VSI and deepen client relationships.

A growth-focused mindset and strong FAIS knowledge are essential. Successful candidates will hold a relevant degree (NQF 7), RE5 certification, and 3–5 years in financial sales/service.

Qualifications

• Minimum qualification: Relevant NQF level 7 FSCA approved degree.
• RE5 regulatory certification with relevant COF/COB required.
• 3 to 5 years’ experience in sales/service within a financial environment.

Responsibilities

• Deliver exceptional experience and education to Private Clients.
• Increase vertical sales index (VSI) and drive client retention.
• Market all financial services solutions within the offering.
• Assist with profit growth by managing leads pipeline.
• Produce high-quality outputs within deadlines.

Skills

Relationship building

Customer service

Sales experience

Financial services knowledge

Lead management

Communication skills

Education

NQF level 7 degree

RE5 regulatory compliance

Job description

FNB in Nelspruit seeks a Private Client Advisor to deliver exceptional service to Private Clients and RMB clients. You will promote basic wealth creation, accumulation and protection strategies to grow VSI and deepen client relationships.

A growth-focused mindset and strong FAIS knowledge are essential. Successful candidates will hold a relevant degree (NQF 7), RE5 certification, and 3–5 years in financial sales/service.