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Private Clients Advisor-13

FNB South AfricaCape Town, ZA

10 days ago

Job description

Job title : Private Clients Advisor-13

Job Location : Western Cape, Cape Town

Deadline : October 05, 2025

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Job Description

To deliver exceptional experience and education to Private Clients / Private Clients RMB 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

Are you someone who can :

Deliver exceptional experience and education to Private 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 :

Have NQF level 7, FSCA recognized Degree.

RE5 Regulatory Compliance Certificate with relevant COB (Class of Business) - Essential

Preferred Qualification - Certified Financial Planner (CFP)

Experience - 3 to 5 years' experience within a Sales / Service area of a financial environment.

Strong background in Banking / Investment / Financial Planning / Wealth Management

You will have access to :

Opportunities to network and collaborate.

Earn basic guaranteed rewards with uncapped earning potential.

Opportunities to innovate, provide appropriate banking and financial solutions across an allocated portfolio of clients.

Identify Local and Offshore fiduciary opportunities and advise on client philanthropy.

We can be a match if you are :

Able to build sound relationships based on trust and openness.

Achieving revenue and profit targets by growing portfolio base, providing independent holistic advice, solutions that ensure revenue and profit growth in line with stated KPI's across the Insure, Investments, Loans & Transact Pillar and Products

Contribute to a culture of service excellence, which builds positive relationships and provides opportunity for feedback and exceptional service.

End Date : September 30, 2025

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Client • Cape Town, ZA

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