Private Wealth Growth Advisor

Wesbank; Durban; On-site; ZAR 580,000 - 625,000; Full time

Benefits offered by this job

Networking opportunities

Guaranteed rewards

Innovation opportunities

Job summary

FNB in Durban is hiring a Private Wealth Advisor to deliver exceptional experiences for private clients, focusing on foundational wealth creation, accumulation and protection. You will apply Money Management principles to deepen client engagement and drive VSI growth.

You will market the full range of financial services within the relevant offering, manage leads, and contribute to profit growth by maintaining high-quality outputs and timely delivery.

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

Responsibilities

• 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 using contextual Money Management principles.
• Understand and market all financial services solutions within the relevant business offering.
• Assist with profit growth for the business through ensuring effective management of the leads pipeline.
• Produce consistently high-quality outputs within agreed deadlines.

Job description

FNB in Durban is hiring a Private Wealth Advisor to deliver exceptional experiences for private clients, focusing on foundational wealth creation, accumulation and protection. You will apply Money Management principles to deepen client engagement and drive VSI growth.

You will market the full range of financial services within the relevant offering, manage leads, and contribute to profit growth by maintaining high-quality outputs and timely delivery.