Thursday , September 28 2023

FNB Vacancies in Bloemfontein – Private Wealth Advisor

Website FNB

Job Description:

To 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

Job Responsibilities:

  • 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
  • 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
  • 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 utilise opportunities for revenue growth to deliver on sales targets
  • 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 Organisational values and service standards
  • Deliver internal and external customer service excellence through adherence to quality service standards

Job Requirements:

  • Full understanding of money management principles
  • Sound working knowledge of required business-related systems
  • Wealth protection or risk knowledge
  • Excellent project management skills and able to plan and organize work independently
  • Certified Financial Planner (CFP)
  • 3 to 5 years experience in a Banking, Investment, Financial Planning, Wealth Management, and client facing environment
  • Ability to match client needs with appropriate product solutions
  • Sound working knowledge of Banking and Financial Services Regulatory requirements
  • Knowledge on wealth management creation and accumulation
  • Proven track record in servicing a portfolio of clients and in acquisition of new relationships
  • Excellent knowledge of global financial markets and current affairs

Job Details:

Company: FNB

Vacancy Type:  Full Time

Job Location: Bloemfontein

Application Deadline: N/A

Apply Here