FNB Vacancies East London – Private Client Advisor

Website FNB

Job Description:

To 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 principles

Job Responsibilities:

  • Providing appropriate banking and financial solutions across an allocated portfolio of clients
  • Identifying Local and Offshore fiduciary opportunities and advise on client philanthropy
  • Prevent wastage and identify process improvements to contain and reduce costs
  • Achieving 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 Insure, Invest, Loans and Transact Pillars and Products
  • Developing, encouraging and nurturing collaborative relationships within FNB and/or across the business
  • Ensuring compliance to legislative and audit requirements and adherence to relevant processes
  • Delivering customer experience excellence in own service delivery aligned to Organizational values and service standards
  • Building working relationships across teams and functional lines to enhance work delivery, collaboration and innovation
  • Developing new insights into situations and apply innovative solutions to make organizational improvements
  • Executing on opportunities to expand our customer base with creditworthy and potentially profitable customers
  • Conducting client reviews within the context of client engagements and market all financial services solutions within the relevant business offering
  • Participating in planned activities that are appropriate for own development
  • Delivering internal and external customer service excellence through adherence to quality service standards
  • Identifying and utilize opportunities for revenue growth to deliver on sales targets

Job Requirements:

  • Relevant Educational and professional background Degree (NQF7) in Banking, Finance, Economics or Accounting and RE5 Regulatory
  • Certified Financial Planner (CFP)
  • 3 to 5 years experience in a similar environment (strong background in Banking /Investment / Financial Planning / Wealth Management

Job Details:

Company: FNB

Vacancy Type:  Full Time

Job Location: East London

Application Deadline: N/A

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