Private Clients Advisor

FirstRand Bank India; George; On-site; ZAR 600,000 - 1,200,000; Full time

Job summary

FNB is seeking a Private Clients advisor to deliver holistic money management education and solutions across an allocated client portfolio. You will grow revenue while ensuring compliance and high service standards, advising on local and offshore fiduciary opportunities, philanthropy, and wealth protection strategies.

Ideal candidates hold an NQF7 degree in finance/economics/accounting with RE5; CFP is a plus.

Qualifications

• Relevant NQF7 Level Degree in Finance, Economics or Accounting.
• Completed RE5 qualification.
• Preferred Qualification - Certified Financial Planner (CFP).
• Experience - 3 to 5 years’ experience in Banking, Investment, Financial Planning, Wealth Management, and client facing environment.
• Full understanding of money management principles.
• Sound working knowledge of required business-related systems.
• Sound working knowledge of Banking and Financial Services Regulatory requirements.
• Knowledge on wealth management creation and accumulation.
• Wealth protection or risk knowledge.
• Excellent project management skills and ability to plan and organize work independently.
• Proven track record in servicing a portfolio of clients and acquisition of new relationships.
• Excellent knowledge of global financial markets and current affairs.
• Ability to match client needs with appropriate product solutions.
• Sound knowledge of Bank’s risk and other mandates to ensure good commercial judgment.

Responsibilities

• Grow portfolio base and achieve revenue targets through independent holistic advice and solutions.
• Identify opportunities to deliver on sales targets and revenue growth.
• Provide banking and financial solutions across an allocated client portfolio.
• Identify fiduciary opportunities and advise on philanthropy.
• Ensure compliance with legislative and audit requirements and processes.
• Build relationships across teams to enhance delivery, collaboration and innovation.
• Deliver client reviews within engagements and market financial services solutions.
• Participate in development activities and maintain service standards.

Skills

Portfolio growth

Independent holistic advice

Client relationship building

Financial product matching

Education

NQF7 Finance/Economics/Accounting

RE5 qualification

CFP (preferred)

Job description

Job Description

To deliver exceptional experience and education to Private Clients on basic wealth creation, accumulation and overall protection tactics to increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principles.

FNB introduction

Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us incredibly proud of people that make it happen.

As part of our Private Banking and Advisory Team, you will be surrounded by unique talent, diverse minds, and an adaptable environment that lives up to the promise of staying curious. Now’s the time to imagine your potential in a team where experts come together and ignite effective change.

Are you someone who can:

• Achieve revenue and profit targets by growing portfolio base, providing independent holistic advice and solutions that ensure revenue and profit growth.

• Identify and utilise opportunities for revenue growth to deliver on sales targets.

• Provide appropriate banking and financial solutions across an allocated portfolio of clients.

• Identify Local and Offshore fiduciary opportunities and advise on client philanthropy.

• Ensure compliance to legislative and audit requirements and adherence to relevant processes.

• Build working relationships across teams and functional lines to enhance work delivery, collaboration, and innovation.

• Develop, encourage and nurture collaborative relationships within FNB and/or across the First Rand Group (FRG).

• Conduct client reviews within the context of client engagements and market all financial services solutions within the relevant business offering

• Participate in planned activities that are appropriate for own development.

• Deliver customer experience excellence in own service delivery aligned to Organisational values and service standards.

• Deliver internal and external customer service excellence through adherence to quality service standards.

• Prevent wastage and identify process improvements to contain and reduce costs.

You will be an ideal candidate if you:

• Relevant NQF7 Level Degree in Finance, Economics or Accounting.

• Completed RE5 qualification.

• Preferred Qualification - Certified Financial Planner (CFP)

• Experience - 3 to 5 years’ experience in a Banking, Investment, Financial Planning, Wealth Management, and client facing environment.

• Full understanding of money management principles

• Candidates are required to have sign-off on the following sub-categories:

• Sound working knowledge of required business-related systems.

• Sound working knowledge of Banking and Financial Services Regulatory requirements.

• Knowledge on wealth management creation and accumulation

• Wealth protection or risk knowledge

• Excellent project management skills and able to plan and organize work independently.

• Proven track record in servicing a portfolio of clients and in acquisition of new relationships.

• Excellent knowledge of global financial markets and current affairs

• Ability to match client needs with appropriate product solutions.

• Sound knowledge of the Bank’s risk and other mandates to ensure exercising good commercial judgment while representing the Bank’s and the shareholders’ interests always.

Additional Requirements

In accordance with National Credit Act (NCA) candidates applying for this role will require a credit record check.

#Post

#FNB

#LI-AA1

Important Closing Date Note

Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.

12/09/26

All appointments will be made in line with FirstRand Group’s Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.