PW Private Banker Wealthy
Job DescriptionTo proactively acquire new clients and develop, maintain and expand a client portfolio through high touch professional and personalised relationships with high-net-worth clients and the provision of holistic and appropriate solutions in meeting clients' needs.
Hello future Private Advisor Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us incredibly proud of the people that make it happen. Now's the time to imagine your potential in a team where experts come together and ignite effective change.
Are You Someone Who CanDeliver exceptional experience and education to Private Clients on basic wealth creation and 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.You Will Be an Ideal Candidate If YouMinimum Qualification - Relevant NQF level 7 FSCA approved Degree.RE5 Regulatory Compliance Certificates with relevant COB (Class of Business).Experience - 3 to 5 years' experience within a Sales/Service area of a financial environment.Signed off on FAIS categories.You Will Have Access ToOpportunities to network and collaborate.Earn basic guaranteed rewards with uncapped earning potential.Opportunities to innovate.We Can Be a Match If You AreAble to build sound relationships based on trust and openness.Contribute to a culture of service excellence, which builds positive relationships and provides opportunity for feedback and exceptional service.Curious & courageous - you're driven by always wanting to know more and learn more.Obsessed with mastery - you know what it takes to become good at what you do and are constantly pushing yourself to do it.Ensure growth and increase in customer base by managing existing clients, generating new leads, and growing the active customer account base.Comply with relevant statutory, legislative, policy and governance requirements as well as set processes and procedures related to the area of specialization.Job DetailsApplication Closing Date: 15/09/24
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.
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