Private Wealth Advisor

Description

To deliver exceptional experience and education to Private Wealth 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.

Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us incredibly proud of people that make it happen.

As part of our Private Banking and Advisory Team, you will be surrounded by unique talent, diverse minds, and an adaptable environment that lives up to the promise of staying curious. Now’s the time to imagine your potential in a team where experts come together and ignite effective change.

Responsibilities

• Provide appropriate banking and financial solutions across an allocated portfolio of clients
• Conduct client reviews within the context of client engagements and market all financial services solutions within the relevant business offering
• Identify Local and Offshore fiduciary opportunities and advise on client philanthropy
• Identify and utilise opportunities for revenue growth to deliver on sales targets
• Achieve revenue and profit targets by growing portfolio base, providing independent holistic advice and solutions that ensure revenue and profit growth
• Develop, encourage and nurture collaborative relationships within FNB and / or across the First Rand Group
• Deliver customer experience excellence in own service delivery aligned to Organisational values and service standards
• Deliver internal and external customer service excellence through adherence to quality service standards
• Prevent wastage and identify process improvements to contain and reduce costs

You will be an ideal candidate if you :

You will have access to :

Additional Requirements

In accordance with National Credit Act (NCA) candidates applying for this role will require a credit record check.

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Job Details

Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.

15 / 11 / 25

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 fulfil this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.

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