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Private Clients Advisor-23

WesBank • Other • Johannesburg, Cape Town, Gauteng, Western Cape, South Africa • $200 - $300 / year • 12h ago

Private Clients Advisor-23

Apply locations Bank City, 47 Sauer Street, Johannesburg, 2000 Cape Town

Time type: Full time

Posted on: Posted Yesterday

Time left to apply: End Date: December 31, 2024 (30+ days left to apply)

Job requisition id: R25694

Job Description

To deliver exceptional experience and education to Private 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.

Advisor Academy role.

Are you a driven individual with 18 months of experience in the financial industry? FNB is offering an exciting opportunity to join our Private Banker Academy! This 3-6 month training program will equip you with the skills and knowledge needed to become a fully-fledged Private Advisor, servicing our Private Banking Advisory Clients. Successful candidates will be placed within the business on a permanent basis, forming part of our talent pipeline. Don't miss out on this chance to develop your career with one of the leading financial institutions in the country.

Goal: Improvement on the lives of customers through simple, effective solutions that meet their needs. Identify and utilize opportunities for revenue growth to deliver on sales targets.

Are you someone who can:

Deliver exceptional experience and education to Private 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.

You will be an ideal candidate if you:

Have a minimum of 18 months experience within a Sales/Service area in a financial services environment as a Banker.
Hold a relevant NQF level 7 FSCA approved Degree.
Possess RE5 Regulatory Compliance Certificates with relevant COB (Class of Business) as an advantage.
Have a strong background in Banking / Investment / Financial Planning / Wealth Management.

You will have access to:

Opportunities to network and collaborate.
Earn basic guaranteed rewards with uncapped earning potential.
Opportunities to innovate and provide appropriate banking and financial solutions across an allocated portfolio of clients.
Identify Local and Offshore fiduciary opportunities and advise on client philanthropy.

We can be a match if you are:

Able to build sound relationships based on trust and openness.
Achieving revenue and profit targets by growing portfolio base and providing independent holistic advice.
Contributing to a culture of service excellence, which builds positive relationships and provides opportunities for feedback and exceptional service.

Additional Requirements:

In accordance with the National Credit Act (NCA), candidates applying for this role will require a credit record check.

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: 31/12/24.

All appointments will be made in line with FirstRand Group’s Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. Candidates can disclose their disability information on a voluntary basis, and the Bank will keep this information confidential unless required by law to disclose it to other parties.

Introduce Yourself

Introduce yourself to our recruiters and we will get in touch if there's a role that seems like a good match.

Should you have any queries, please log it via MyQ.

About Us

Serving retail and commercial customers, FNB is so much more than a bank, offering life and short-term insurance, innovative savings and investment products, and a digital universe of solutions that help customers navigate challenges and opportunities of everyday life. FNB has won multiple awards, including the Strongest Banking Brand in the World in the Brand Finance Banking 500 2023 report. FNB represents multiple opportunities for you to build an exciting and rewarding career, especially if you want to change people’s lives in an authentic, profound, and sustainable way.

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