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Private Wealth Advisor

Private Wealth Advisor
Company:

Wesbank



Job Function:

Finance

Details of the offer

Job DescriptionTo 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
Identify Local and Offshore fiduciary opportunities and advise on client philanthropy 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 Identify and utilize opportunities for revenue growth to deliver on sales targets Provide appropriate banking and financial solutions across an allocated portfolio of clients Develop, encourage, and nurture collaborative relationships within FNB and/or across the FRG Ensure compliance to legislative and audit requirements and adherence to relevant processes Conduct client reviews within the context of client engagements and market all financial services solutions within the relevant business offering Deliver customer experience excellence in own service delivery aligned to Organizational 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 Achieve revenue and profit targets by growing portfolio base, providing independent holistic advice and solutions that ensure revenue and profit growth Job DetailsApplication Closing Date: 10/07/24
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 fulfill 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.
Introduce yourself to our recruiters and we will get in touch if there's a role that seems like a good match.
Should you have any queries, please log it via MyQ.
About UsServing retail and commercial customers, FNB is more than a bank, offering life and short-term insurance, innovative savings and investment products, and a digital universe of solutions that help customers navigate challenges and opportunities of everyday life. It has a market-leading app and a globally recognized rewards system in eBucks. FNB has won multiple awards, including the Strongest Banking Brand in the World in the Brand Finance Banking 500 2023 report. FNB represents multiple opportunities for you to build an exciting and rewarding career. Especially if you want to change people's lives, in an authentic, profound, and sustainable way.


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Source: Jobleads

Job Function:

Requirements

Private Wealth Advisor
Company:

Wesbank



Job Function:

Finance

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