FNB Learnerships – Private Wealth Advisor

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:

• Deliver customer experience excellence in own service delivery aligned to Organisational values and service standards
• Conduct client reviews within the context of client engagements and market all financial services solutions within the relevant business offering
• Provide appropriate banking and financial solutions across an allocated portfolio of clients
• Ensure compliance to legislative and audit requirements and adherence to relevant processes
• Build working relationships across teams and functional lines to enhance work delivery, collaboration and innovation

Job Requirements:

• 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
• Ability to match client needs with appropriate product solutions
• Excellent knowledge of global financial markets and current affairs

Qualification & Experience:

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

Job Details:

Company: FNB South Africa

Vacancy Type: Full Time

Job Functions: Banking

Job Location: Klerksdorp, North-West, South Africa

Application Deadline: N/A

Apply Here

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