Thursday , April 18 2024

FNB Vacancies Kwazulu Natal – Private Wealth Advisor

Website FNB South Africa

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:

  • Provide appropriate banking and financial solutions across an allocated portfolio of clients
  • Prevent wastage and identify process improvements to contain and reduce costs
  • Deliver customer experience excellence in own service delivery aligned to Organisational values and service standards
  • Participate in planned activities that are appropriate for own development
  • Identify and utilise opportunities for revenue growth to deliver on sales targets
  • Deliver internal and external customer service excellence through adherence to quality service standards
  • Build working relationships across teams and functional lines to enhance work delivery, collaboration and innovation
  • Identify Local and Offshore fiduciary opportunities and advise on client philanthropy
  • Ensure compliance to legislative and audit requirements and adherence to relevant processes
  • Develop, encourage and nurture collaborative relationships within FNB and/or across the FRG
  • Achieve revenue and profit targets by growing portfolio base, providing independent holistic advice and solutions that ensure revenue and profit growth

Job Requirements:

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

Job Details:

Company: FNB South Africa

Vacancy Type:  Full Time

Job Location: Umhlanga, Kwazulu Natal, SA

Application Deadline: N/A

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