Private Client Wealth Growth Advisor

RMB; Bellville; On-site; ZAR 420,000 - 540,000; Full time

Job summary

FNB in Bellville is seeking a Private Client Advisor to proactively grow the balance sheet of an allocated client base, delivering wealth creation education and exceptional service to a portfolio of clients.

You will increase vertical sales index, drive client retention, and entrench through Money Management principles while consulting with SMEs on complex products to provide appropriate banking and financial solutions.

Qualifications

• FSCA-approved NQF level 7 degree required.
• RE5 regulatory certificate required.
• 3–5 years in sales/service within finance.

Responsibilities

• Grow the allocated client balance sheet and portfolio.
• Deliver wealth creation education and guidance to clients.
• Increase VSI and drive client retention through Money Management principles.
• Consult with SMEs on complex products to provide appropriate advice.
• Provide banking and financial solutions across the portfolio.
• Grow customer base by generating leads and managing existing accounts.

Skills

Relationship building

Sales experience

Financial services knowledge

Education

NQF level 7 degree

RE5 registration (COB)

Job description

FNB in Bellville is seeking a Private Client Advisor to proactively grow the balance sheet of an allocated client base, delivering wealth creation education and exceptional service to a portfolio of clients.

You will increase vertical sales index, drive client retention, and entrench through Money Management principles while consulting with SMEs on complex products to provide appropriate banking and financial solutions.