FNB Vacancies In Stellenbosch – Private Client Advisor

Website FNB South Africa

Job Description:

To deliver exceptional experience and education to Private Clients/Private Clients RMB 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.

Job Responsibilities:

  • Executing on opportunities to expand our customer base with creditworthy and potentially profitable customers
  • Developing, encouraging and nurturing collaborative relationships within FNB and/or across the FRG
  • Participating in planned activities that are appropriate for own development
  • Achieve revenue and profit targets by growing portfolio base, providing independent holistic advice, solutions that ensure revenue and profit growth in line with stated KPI’s across the
  • Insure, Invest, Loans & Transact Pillar and Products
  • Delivering customer experience excellence in own service delivery aligned to Organizational values and service standards
  • Building working relationships across teams and functional lines to enhance work delivery, collaboration and innovation
  • Developing new insights into situations and apply innovative solutions to make organizational improvements
  • Conducting client reviews within the context of client engagements and market all financial services solutions within the relevant business offering
  • Ensure compliance to legislative and audit requirements and adherence to relevant processes

Job Requirements:

  • Preferred Qualification – Certified Financial Planner (CFP)
  • Minimum Qualification – Relevant Educational and professional background Degree (NQF7) in Banking, Finance, Economics or Accounting with RE5 Regulatory Examination Certificate.
  • Experience – 3 to 5 years experience in a similar environment (strong background in Banking /Investment / Financial Planning / Wealth Management

Job Details:

Company: FNB South Africa

Vacancy Type: Full Time

Job Location: Stellenbosch, Western Cape, SA

Application Deadline: N/A

Apply Here

 Report Job