Private Client Wealth Advisor | Growth & Education

FNB South Africa; Johannesburg; On-site; ZAR 300,000 - 600,000; Full time

Job summary

FNB South Africa is seeking a Private Advisor to deliver education and wealth management guidance to Private Clients and RMB clients, helping with basic wealth creation and accumulation while upholding service excellence.

In this role you will develop client relationships, grow the customer base through responsible lead management, and ensure compliance with regulatory requirements such as RE5 and COB, contributing to sustainable profit growth.

Qualifications

• Minimum Qualification - Relevant NQF level 7 FSCA approved Degree.
• RE5 Regulatory Compliance Certificates with relevant COB (Class of Business) Meet all requirements on SUB-CATS.
• Experience - 3 to 5 years’ experience within a Sales/Service area of a financial environment.

Responsibilities

• Deliver exceptional experience and education to Private Clients/Private Clients RMB 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.

Education

Relevant NQF level 7 FSCA approved Degree

Job description

FNB South Africa is seeking a Private Advisor to deliver education and wealth management guidance to Private Clients and RMB clients, helping with basic wealth creation and accumulation while upholding service excellence.

In this role you will develop client relationships, grow the customer base through responsible lead management, and ensure compliance with regulatory requirements such as RE5 and COB, contributing to sustainable profit growth.