Private Wealth Advisor: Uncapped Earnings

FNB South Africa; Polokwane; On-site; ZAR 360,000 - 520,000; Full time

Benefits offered by this job

Networking opportunities

Guaranteed base rewards with uncappedE

Innovation opportunities

Job summary

FNB South Africa seeks a Private Advisor to deliver exceptional service and education to Private Clients on wealth creation, accumulation and protection strategies. The role focuses on increasing VSI, retaining clients, and entrenching relationships through Money Management principles.

You will understand and market all financial services solutions, manage the leads pipeline, and produce high-quality outputs within set deadlines.

Qualifications

• 3 to 5 years’ experience within a Sales/Service area of a financial environment.
• RE5 Regulatory Compliance Certificates with relevant COB (Class of Business).
• Signed off on FAIS categories.

Responsibilities

• Deliver exceptional experience and education to Private Clients on basic wealth creation, accumulation, and protection tactics.
• 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.

Education

Relevant NQF level 7 FSCA approved Degree

Job description

FNB South Africa seeks a Private Advisor to deliver exceptional service and education to Private Clients on wealth creation, accumulation and protection strategies. The role focuses on increasing VSI, retaining clients, and entrenching relationships through Money Management principles.

You will understand and market all financial services solutions, manage the leads pipeline, and produce high-quality outputs within set deadlines.