Thursday , September 21 2023

FNB Bank Teller Jobs – Private Wealth Advisor

Website FirstRand

Job Description:

To deliver exceptional experience and education to Private Wealth or RMBPB 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:

  • Ensure compliance to legislative and audit requirements and adherence to relevant processes
  • Provide appropriate banking and financial solutions across an allocated portfolio of clients
  • Identify Local and Offshore fiduciary opportunities and advise on client philanthropy
  • 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 FRG
  • Identify and utilise opportunities for revenue growth to deliver on sales targets
  • Participate in planned activities that are appropriate for own development
  • Conduct client reviews within the context of client engagements and market all financial services solutions within the relevant business offering

Job Requirements:

  • Additional Knowledge – Full understanding of money management principles
  • Knowledge on wealth management creation and accumulation
  • Sound working knowledge of Banking and Financial Services Regulatory requirements
  • Minimum Qualification – Degree in Finance, Economics or Accounting
  • Excellent project management skills and able to plan and organize work independently
  • Preferred Qualification – Certified Financial Planner (CFP)
  • Experience – 3 to 5 years experience in a Banking, Investment, Financial Planning, Wealth Management, and client facing environment
  • Wealth protection or risk knowledge
  • Sound working knowledge of required business-related systems
  • Proven track record in servicing a portfolio of clients and in acquisition of new relationships

Job Details:

Company: FirstRand

Vacancy Type:  Full Time

Job Location: Sandton, Gauteng, SA

Application Deadline: N/A

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