Private Client Wealth Advisor: Growth & Education

FNB South Africa; Mbombela (Nelspruit); Sur place; ZAR 480 000 - 600 000; Plein temps

Avantages offerts par ce poste

Uncapped earning potential

Basic guaranteed rewards

Résumé du poste

FNB South Africa is seeking a Private Advisor to deliver education and guidance to Private Clients on wealth creation, accumulation, and protection strategies. The role targets increasing VSI and strengthening client retention through contextual Money Management principles.

The ideal candidate will have a relevant NQF level 7 FSCA approved degree, RE5 compliance, and 3–5 years in a financial sales/service environment, with FAIS category approvals.

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.
• Signed off on FAIS categories

Responsabilités

• Deliver exceptional experience and education to Private Clients on basic wealth creation, accumulation.
• Increase vertical sales index (VSI) and drive client retention and entrenchment through Money Management principles.
• Understand and market all financial services solutions within the relevant business offering.
• Assist with profit growth for the business through effective management of the leads pipeline.
• Produce consistently high-quality outputs within agreed deadlines.

Formation

NQF level 7 FSCA approved Degree

RE5 Regulatory Compliance Certificates with relevant COB (Class of Business)

Description du poste

FNB South Africa is seeking a Private Advisor to deliver education and guidance to Private Clients on wealth creation, accumulation, and protection strategies. The role targets increasing VSI and strengthening client retention through contextual Money Management principles.

The ideal candidate will have a relevant NQF level 7 FSCA approved degree, RE5 compliance, and 3–5 years in a financial sales/service environment, with FAIS category approvals.