Private Advisor

RMB Nigeria Limited • Other • Gqeberha, Eastern Cape, South Africa • $200 - $300 / year • 6h ago

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.

Are you someone who can:

Deliver exceptional experience and education to Private Clients/Private Clients RMB clients on basic wealth creation, 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:

Minimum Qualification - Relevant NQF level 7 FSCA approved Degree.
RE5 Regulatory Compliance Certificates with relevant COB (Class of Business).
Experience - 3 to 5 years’ experience within a Sales/Service area of a financial environment.

You will have access to:

Opportunities to network and collaborate.
Earn basic guaranteed rewards with uncapped earning potential.
Opportunities to innovate.

We can be a match if you are:

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 - you're driven by always wanting to know more and learn more and you're brave enough to be self-driven to achieve your targets and set goals.
Obsessed with mastery - you know what it takes to become good at what you do and are consistent with self-motivation.
Ensure growth and increase in customer base by ensuring the management of existing clients, generating new leads and growing the 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.

Are you interested to take 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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Apply directly

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