Thursday , April 18 2024

FNB Vacancies – 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
  • Identify Local and Offshore fiduciary opportunities and advise on client philanthropy
  • Conduct client reviews within the context of client engagements and market all financial services solutions within the relevant business offering
  • 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
  • Participate in planned activities that are appropriate for own development
  • 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
  • Deliver customer experience excellence in own service delivery aligned to Organisational values and service standards

Job Requirements:

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

Job Details:

Company: FNB South Africa

Vacancy Type:  Full Time

Job Location: Klerksdorp, North West, SA

Application Deadline: N/A

Apply Here

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