Friday , March 29 2024

FNB jobs pmb – Private Wealth Advisor

Website FNB South Africa

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:

  • Achieve revenue and profit targets by growing portfolio base, providing independent holistic advice and solutions that ensure revenue and profit growth
  • Deliver internal and external customer service excellence through adherence to quality service standards
  • Identify and utilise opportunities for revenue growth to deliver on sales targets
  • Participate in planned activities that are appropriate for own development
  • Build working relationships across teams and functional lines to enhance work delivery, collaboration and innovation
  • Ensure compliance to legislative and audit requirements and adherence to relevant processes
  • Identify Local and Offshore fiduciary opportunities and advise on client philanthropy
  • 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
  • Prevent wastage and identify process improvements to contain and reduce costs
  • Deliver customer experience excellence in own service delivery aligned to Organisational values and service standards
  • Develop, encourage and nurture collaborative relationships within FNB and/or across the FRG

Job Requirements:

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

Job Details:

Company: FNB South Africa

Vacancy Type:  Full Time

Job Location: East London, Eastern Cape, South Africa

Application Deadline: N/A

Apply Here

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