Private Advisor

Job DescriptionTo deliver exceptional experience and education to Private Clients/Private Clients RMB 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 principlesWelcome to FNB, the home of the #changeables.We design for the shapeshifters and deliver products and services that make us proud of people that make it happen.Now’s the time to imagine your potential in a team where experts come together and ignite effective change.Goal: Life improvement on lives through simple, effective solutions fulfilling client needs.Are You Someone Who CanBe passionate and qualified Private Client Advisor that help clients grow and protect wealth using strategic Money Management principles.Deliver expert financial education and services to Private ClientsDrive client retention, vertical sales index (VSI), and business growthOffer holistic advice across investments, insurance, loans, and transactional solutionsEssential Qualifications & ExperienceNQF7 FSCA-approved degree & RE5 certificate (essential)CFP® designation (preferred)3–5 years in banking, investments, or wealth management within a Sales/Service area of a financial environment and a very strong backgroundHave NQF level 7, FSCA recognized Degree.RE5 Regulatory Compliance Certificate with relevant COB (Class of Business) - EssentialWhy Join UsUncapped earning potential & guaranteed rewardsInnovative, collaborative cultureOpportunity to advise on local and offshore fiduciary needsApply now to shape financial futures while building yours.#POST#FNBJob DetailsTake note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.02/11/25All 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.