Private Wealth Advisor-2

FNB South Africa; Pretoria; On-site; ZAR 30,000 - 70,000; Full time

Job summary

An established industry player is seeking a dedicated professional to enhance client relationships and drive revenue growth in Private Wealth Management. This role involves providing tailored financial solutions, ensuring compliance with regulations, and delivering exceptional customer service. You will have the opportunity to build collaborative relationships across teams while focusing on client retention and satisfaction. Join a forward-thinking company that values innovation and personal development, and make a significant impact in the financial services sector.

Qualifications

• Experience in wealth management and client advisory roles.
• Strong understanding of financial solutions and banking services.

Responsibilities

• Deliver exceptional experience and education to Private Wealth clients.
• Identify opportunities for revenue growth and client engagement.

Skills

Wealth Management

Client Relationship Management

Sales Target Achievement

Financial Solutions Advisory

Education

Bachelor's Degree in Finance or related field

Job description

Job Description

To deliver exceptional experience and education to Private Wealth 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.

1. Identify local and offshore fiduciary opportunities and advise on client philanthropy.
2. Participate in planned activities that are appropriate for own development.
3. Build working relationships across teams and functional lines to enhance work delivery, collaboration, and innovation.
4. Identify and utilize opportunities for revenue growth to deliver on sales targets.
5. Provide appropriate banking and financial solutions across an allocated portfolio of clients.
6. Develop, encourage, and nurture collaborative relationships across the FRG.
7. Ensure compliance with legislative and audit requirements and adherence to relevant processes.
8. Conduct client reviews within the context of client engagements and market all financial services solutions within the relevant business offering.
9. Deliver customer experience excellence in own service delivery aligned to organisational values and service standards.
10. Deliver internal and external customer service excellence through adherence to quality service standards.
11. Prevent wastage and identify process improvements to contain and reduce costs.
12. Achieve revenue and profit targets by growing portfolio base, providing independent holistic advice and solutions that ensure revenue and profit growth.

Additional Information

#POST

#FNB

Job Details

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

Closing Date: 13/05/25

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. Candidates can disclose their disability information voluntarily. The Bank will keep this information confidential unless required by law to disclose it.