Monday , February 6 2023

FNB Bank Teller Jobs – 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:

  • Identify and utilise opportunities for revenue growth to deliver on sales targets
  • Participate in planned activities that are appropriate for own development
  • Ensure compliance to legislative and audit requirements and adherence to relevant processes
  • Develop, encourage and nurture collaborative relationships within FNB and/or across the FRG
  • Provide appropriate banking and financial solutions across an allocated portfolio of clients
  • Identify Local and Offshore fiduciary opportunities and advise on client philanthropy

Job Requirements:

  • Excellent knowledge of global financial markets and current affairs
  • Ability to match client needs with appropriate product solutions
  • Wealth protection or risk knowledge
  • Knowledge on wealth management creation and accumulation
  • Excellent project management skills and able to plan and organize work independently
  • Proven track record in servicing a portfolio of clients and in acquisition of new relationships

Qualification & Experience:

  • Certified Financial Planner (CFP)
  • Degree in Finance, Economics or Accounting
  • 3 to 5 years experience in a Banking, Investment, Financial Planning, Wealth Management, and client facing environment

Job Details:

Company: FNB South Africa

Vacancy Type: Full Time

Job Functions: Banking

Job Location: Durban, KwaZulu-Natal, South Africa

Application Deadline: N/A

Apply Here

jobafrican.xyz

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