Monday , January 30 2023

FNB Careers Recruitment – 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:

  • Conduct client reviews within the context of client engagements and market all financial services solutions within the relevant business offering
  • Prevent wastage and identify process improvements to contain and reduce costs
  • Participate in planned activities that are appropriate for own development
  • Build working relationships across teams and functional lines to enhance work delivery, collaboration and innovation
  • Develop, encourage and nurture collaborative relationships within FNB and/or across the FRG
  • Deliver internal and external customer service excellence through adherence to quality service standards
  • Identify and utilise opportunities for revenue growth to deliver on sales targets
  • Provide appropriate banking and financial solutions across an allocated portfolio of clients
  • Ensure compliance to legislative and audit requirements and adherence to relevant processes
  • Achieve revenue and profit targets by growing portfolio base, providing independent holistic advice and solutions that ensure revenue and profit growth
  • Deliver customer experience excellence in own service delivery aligned to Organisational values and service standards

Job Requirements:

  • Sound knowledge of the Bank’s risk and other mandates to ensure exercising good commercial judgment while representing the Bank’s and the shareholders’ interests always
  • Proven track record in servicing a portfolio of clients and in acquisition of new relationships
  • Preferred Qualification – Certified Financial Planner (CFP)
  • Experience – 3 to 5 years experience in a Banking, Investment, Financial Planning, Wealth Management, and client facing environment
  • Additional Knowledge – Full understanding of money management principles
  • Excellent project management skills and able to plan and organize work independently
  • Wealth protection or risk knowledge
  • Excellent knowledge of global financial markets and current affairs
  • Sound working knowledge of required business-related systems
  • Ability to match client needs with appropriate product solutions
  • Sound working knowledge of Banking and Financial Services Regulatory requirements
  • Knowledge on wealth management creation and accumulation

Job Details:

Company: FNB South Africa

Vacancy Type: Full Time

Job Functions: N/A

Job Location: Sandton, Gauteng, SA

Application Deadline: N/A

Apply Here

jobafrican.xyz

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