Private Clients 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 the people that make it happen.

Now’s the time to imagine your potential in a team where experts come together and ignite effective change.

• Proactively grow the balance sheet of an allocated customer, delivering exceptional experience and education to a portfolio of clients on wealth creation.
• Increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principles.
• Ensure growth and increase in customer base by managing existing clients and generating new leads.
• Consult with SMEs on complex products to provide appropriate product advice.
• Comply with relevant statutory, legislative, policy and governance requirements.

• Minimum Qualification - Relevant NQF level 7 FSCA approved Degree.
• RE5 Regulatory Compliance Certificates with relevant COB (Class of Business).
• Experience - 3 to 5 years’ experience within a Sales/Service area of a financial environment.