FNB Careers 2023 – Private Client Advisor (CFP)

Job Description:

Delivering exceptional experience with education to Private Clients/Private Clients RMB clients on basic wealth creation, accumulation.

Overall protection tactics to increase vertical sales index (VSI).

Driving client retention and entrenchment through, using contextual Money Management principles.

Job Responsibilities:

• Provide appropriate banking and financial solutions across an allocated portfolio of clients
• Providing independent holistic advice, solutions that ensure revenue and profit growth in line with stated KPI’s across the Transaction Pillars and Products.
• Achieve 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 all Investment pillars and products.
• Achieve 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 Loans Pillar and Products
• Achieve revenue and profit targets by growing portfolio base.
• Identifying Local and Offshore fiduciary opportunities and advise on client philanthropy

Job Requirements:

• In accordance with National Credit Act (NCA) candidates applying for this role will require a credit record check as well as Citizenship verification process.

Qualification & Experience:

• RE5 & valid DOFA certificates with Relevant Class of Business (Long Term Insurance, pension benefits & Investments)
• Experience – 3 to 5 years experience in a similar environment with strong background in Banking /Investment / Financial Planning / Wealth Management.
• Qualification – NQF7, Relevant Educational and professional background Degree in Banking, Finance, Economics or Accounting;
• Preferred Qualification – Certified Financial Planner (CFP)

Job Details:

Company: FNB South Africa

Vacancy Type:  Full Time

Job Location: City of Johannesburg, Gauteng, South Africa

Application Deadline: N/A

Apply Here

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