Private Client Advisor, Johannesburg

Job Description for a Private Advisor role at FNB.

Responsibilities

Deliver exceptional experience and education to Private Clients and Private Clients RMB clients on basic wealth creation and accumulation.

Increase Vertical Sales Index (VSI) and drive client retention and entrenchment through the application of contextual Money Management principles.

Understand and market all financial services solutions within the relevant business offering.

Assist with profit growth for the business by ensuring effective management of the leads pipeline.

Produce consistently high‑quality outputs within agreed deadlines.

Qualifications

Minimum qualification: Relevant NQF Level 7 FSCA‑approved Degree.

RE5 Regulatory Compliance Certificates with relevant COB (Class of Business); meet all SUB‑CAT requirements.

Experience: 3 to 5 years in a Sales or Service area within a financial environment.

Benefits

Opportunities to network and collaborate.

Earn basic guaranteed rewards with uncapped earning potential.

Opportunities to innovate.

Desired traits

Able to build sound relationships based on trust and openness.

Ensure growth and increase in customer base by managing existing clients, generating new leads, and growing the active customer account base.

Comply with relevant statutory, legislative, policy and governance requirements, as well as established processes and procedures related to the area of specialization.

All appointments will be made in line with FirstRand Group’s Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are requiredby law to disclose this information to other parties.

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