time left to apply End Date: November 30, 2024 (9 days left to apply)
job requisition id R25166
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.
Hello future Private Clients Advisor
Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us incredibly proud of people that make it happen.
Now’s the time to imagine your potential in a team where experts come together and ignite effective change.
Responsibilities
- Deliver exceptional experience and education to Private Clients/Private Clients RMB clients on basic wealth creation and accumulation.
- Increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principles.
- Understand and market all financial services solutions within the relevant business offering.
- Assist with profit growth for the business through ensuring effective management of the leads pipeline.
- Produce consistently high-quality outputs within agreed deadlines.
Minimum Qualifications
- Relevant NQF level 7 FSCA approved Degree.
- RE5 Regulatory Compliance Certificates with relevant COB (Class of Business).
- 3 to 5 years’ experience within a Sales/Service area of a financial environment.
What We Offer
- Opportunities to network and collaborate.
- Earn basic guaranteed rewards with uncapped earning potential.
- Opportunities to innovate.
Ideal Candidate Attributes
- Able to build sound relationships based on trust and openness.
- Contribute to a culture of service excellence, which builds positive relationships and provides opportunity for feedback and exceptional service.
- Curious & courageous - driven by always wanting to know more and learn more.
- Obsessed with mastery - consistent with self-motivation.
- Ensure growth and increase in customer base by managing existing clients, generating new leads, and growing active customer account base.
- Comply with relevant statutory, legislative, policy and governance requirements as well as set processes and procedures related to area of specialization.
Additional Requirements - In accordance with National Credit Act (NCA), candidates applying for this role will require a credit record check.
All appointments will be made in line with the Bank’s Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. For us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.
Are you interested in taking the step? We look forward to engaging with you further. Apply now!
Job Details
Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below:
30/11/24
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