Private Client Advisor

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.

Goal: Improvement on the lives of customers through simple, effective solutions that meet their needs.

• Deliver exceptional experience and education to Private 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.

• Minimum Qualification - Relevant NQF level 7 FSCA approved Degree.
• RE5 Regulatory 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