Private Client Advisor Rural job opportunity at Firstrand.

Home Jobs In South Africa Tag: Job Private Client Advisor Rural position at Firstrand


DatePosted 23 Days Ago bot
Firstrand Private Client Advisor Rural
Experience: 5-years
Pattern: full-time
Country:
apply Apply Now
Salary:
Status:

Job

Copy Link Report
degreeGeneral
loacation Pebble Mill House, The Quarry, Selborne, East London, 5201, South Africa
loacation Pebble Mill Ho..........South Africa

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 Hello future Private Clients Advisor Welco me to F NB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us incredibly 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. G oal: Improvement on the lives of customers through simple, effective solutions that meet their needs. Are you someone who can: Deliver exceptional experience and education to Private Clients on basic wealth creation, accumulation. Increase vertical sales index (VSI) and drive client retention and e ntrenchment 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 you: Minimum Qualification - Relevant NQF level 7 FSCA approved Degree. RE5 Regulat ory Compliance Certificates with relevant COB (Class of Business) - Essential Preferred Qualification - Certified Financial Planner (CFP) Experience - 3 to 5 years' experience within a Sales/Service area of a financial environment. Strong background in Banking /Investment / Financial Planning / Wealth Management You will have access to: Opportunities to network and collaborate. Earn basic guaranteed rewards with uncapped earning potential. Opportunities to innovate, provide appropriate banking and financial solutions across an allocated portfolio of clients. Identify Local and Offshore fiduciary opportunities and advise on client philanthropy. We can be a match if you are: Able to build sound relationships based on trust and openness. 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, Investments, Loans & Transact Pillar and Products. Contribute to a culture of service excellence, which builds positive relationships and provides opportunity for feedback and exceptional service. Additional Requirements In accordance with National Credit Act (NCA) candidates applying for this role will require a credit record check. All appointments will be made in line with the Bank’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 third parties. #LI-NK3 #POST #FNB Job Details Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below. 15/02/26 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.

Other Ai Matches

Administration Team Leader-1 Applicants are expected to have a solid experience in handling Job related tasks
Credit Analyst Applicants are expected to have a solid experience in handling Job related tasks
Business Advisor Applicants are expected to have a solid experience in handling Job related tasks
Advice Enablement Specialist Applicants are expected to have a solid experience in handling Job related tasks
Data Engineer Applicants are expected to have a solid experience in handling Job related tasks
Universal Advisor Applicants are expected to have a solid experience in handling Job related tasks
Branch Advisor FAIS Applicants are expected to have a solid experience in handling Job related tasks
Hogan Mainframe Developer Applicants are expected to have a solid experience in handling Job related tasks
Universal Advisor Lead Applicants are expected to have a solid experience in handling Job related tasks
Quality Assurer Applicants are expected to have a solid experience in handling Job related tasks
Functional Business Planning and Delivery Specialist II (Executive Assistant) Applicants are expected to have a solid experience in handling Job related tasks
Spatial Planner Applicants are expected to have a solid experience in handling Job related tasks
FNB Community Advisor Pipeline Applicants are expected to have a solid experience in handling Job related tasks
Deal Maker Applicants are expected to have a solid experience in handling Job related tasks
Operations Manager Applicants are expected to have a solid experience in handling Job related tasks
Universal Advisor Applicants are expected to have a solid experience in handling Job related tasks
Relationship Manager-Wealth Applicants are expected to have a solid experience in handling Job related tasks
Universal Advisor Applicants are expected to have a solid experience in handling Job related tasks
Branch Manager Applicants are expected to have a solid experience in handling Job related tasks
Banking Advisor Private Wealth Applicants are expected to have a solid experience in handling Job related tasks
Private Clients Advisor Applicants are expected to have a solid experience in handling Job related tasks
Developer Applicants are expected to have a solid experience in handling Job related tasks
External Sales and Service Advisor OBR (TALENT POOL - Rustenburg) Applicants are expected to have a solid experience in handling Job related tasks