Thursday , April 18 2024

Vacancies at FNB – 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:

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

Job Requirements:

  • Knowledge on wealth management creation and accumulation
  • Ability to match client needs with appropriate product solutions
  • Sound working knowledge of Banking and Financial Services Regulatory requirements
  • Proven track record in servicing a portfolio of clients and in acquisition of new relationships
  • Excellent knowledge of global financial markets and current affairs
  • Sound knowledge of the Bank’s risk and other mandates to ensure exercising good commercial judgment while representing the Bank’s and the shareholders’ interests always
  • Wealth protection or risk knowledge
  • Excellent project management skills and able to plan and organize work independently

Qualification & Experience:

  • Minimum Qualification – Degree in Finance, Economics or Accounting
  • Preferred Qualification – Certified Financial Planner (CFP)
  • Experience – 3 to 5 years experience in a Banking, Investment, Financial Planning, Wealth Management, and client facing environment
  • Sound working knowledge of required business-related systems
  • Additional Knowledge – Full understanding of money management principles

Job Details:

Company: FNB South Africa

Vacancy Type:  Full Time

Job Location: Umhlanga, Kwazulu Natal, SA

Application Deadline: N/A

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