Private Advisor Job at FNB South Africa

Job Description

• To provide an exceptional experience to private clients focused on foundational wealth creation, accumulation, and protection strategies. Enhance client engagement and loyalty by applying contextual Money Management principles, driving growth in the Vertical Sales Index (VSI), and fostering long-term client retention and entrenchment.

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) Meet all requirements on SUB-CATS. 
• 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: 

• Signed off for supervision of all your SUB-CATS 
• Able to build sound relationships based on trust and openness. 
• Ensure growth and increase in customer base by ensuring the management of existing clients, generates new leads and grows 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.

End Date: December 30, 2026