Private Client Wealth Advisor | Growth & Education

Fnbnamibia; Cape Town; On-site; ZAR 464,000 - 556,000; Full time

Job summary

FNB Cape Town is seeking a Private Clients Advisor to grow the balance sheet of an allocated client portfolio and provide wealth creation education. You will deliver exceptional service while building trusted relationships with clients in a dynamic wealth-management context.

You will increase client retention by applying Money Management principles, conducting client reviews, and collaborating with SMEs to offer tailored banking solutions. This role is based in Cape Town.

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’ experience within a Sales/Service area of a financial environment.

Responsibilities

• Proactively grow the balance sheet of an allocated customer portfolio.
• Deliver exceptional experience and education to portfolio of clients on wealth creation.
• Increase VSI and drive client retention and entrenchment through Money Management principles.
• Build sound relationships based on trust and openness.
• Consult with SMEs on complex products to provide appropriate product advice.

Skills

Relationship building

Communication skills

Sales ability

Education

Degree (NQF level 7) FSCA approved

Job description

FNB Cape Town is seeking a Private Clients Advisor to grow the balance sheet of an allocated client portfolio and provide wealth creation education. You will deliver exceptional service while building trusted relationships with clients in a dynamic wealth-management context.

You will increase client retention by applying Money Management principles, conducting client reviews, and collaborating with SMEs to offer tailored banking solutions. This role is based in Cape Town.