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Private Advisor (Willowbridge, CPT)
FNB South AfricaCape Town, ZA21 days ago
Job descriptionDeliver 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. Minimum Qualification - Relevant NQF level 7 Degree, FSCA approved qualification. RE5 Regulatory Compliance Certificates 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 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. 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. Sales / Retail / Business Development jobs
Job title : Private Advisor (Willowbridge, CPT)
Job Location : Western Cape, Cape Town
Deadline : September 30, 2025
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End Date : September 30, 2025
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Private Advisor Willowbridge Cpt • Cape Town, ZA
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