Private Advisor job opportunity at Firstrand.

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


DatePosted 26 Days Ago bot
Firstrand Private Advisor
Experience: 5-years
Pattern: full-time
Country:
apply Apply Now
Salary:
Status:

Job

Copy Link Report
degreeGeneral
loacation Cape Town, South Africa
loacation Cape Town....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 Welcome to FNB, 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. Are you someone who can: Deliver exceptional experience and education to Private Clients/Private Clients RMB clients on basic wealth creation, 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 you: Minimum Qualification - Relevant NQF level 7 FSCA approved Degree. RE5 Regulatory Compliance Certificates with relevant COB (Class of Business) Meet all requirements on SUB-CATS. Experience - 3 to 5 years’ experience within a Sales/Service area of a financial environment. You will have access to: Opportunities to network and collaborate. Earn basic guaranteed rewards with uncapped earning potential. Opportunities to innovate. We can be a match if you are: Signed off for supervision of all your SUB-CATS Able to build sound relationships based on trust and openness. Ensure growth and increase in customer base by ensuring the management of existing clients, generates new leads and grows active customer account base. Comply with relevant statutory, legislative, policy and governance requirements as well as set processes and procedures related to area of specialization. #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

Universal Advisor Applicants are expected to have a solid experience in handling Job related tasks
Credit Manager - Sanctioning 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
Private Wealth Advisor Applicants are expected to have a solid experience in handling Job related tasks
Wealth Manager Applicants are expected to have a solid experience in handling Job related tasks
Junior Data Scientist Applicants are expected to have a solid experience in handling Job related tasks
Data Scientist Applicants are expected to have a solid experience in handling Job related tasks
Marketing Specialist: Sponsorships and Events 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
Business Relationship Manager (Talent Pool) Applicants are expected to have a solid experience in handling Job related tasks
Private Advisor 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
Collections and Recovery Manager 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
Functional Configuration Consultant III (Oracle) Applicants are expected to have a solid experience in handling Job related tasks
Solutions Architect_I Applicants are expected to have a solid experience in handling Job related tasks
Legal Advisor Applicants are expected to have a solid experience in handling Job related tasks
Private Wealth Advisor-2 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
Assistant Company Secretary Applicants are expected to have a solid experience in handling Job related tasks
Underwriter-1 Applicants are expected to have a solid experience in handling Job related tasks
External Sales and Service Advisor OBR (TALENT POOL - Mpumalanga) Applicants are expected to have a solid experience in handling Job related tasks
Telecommunications Engineer-2 Applicants are expected to have a solid experience in handling Job related tasks