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Private Wealth Advisor at FNB South Africa

FNB South Africa
Full-time
On-site
Are you someone who can:


Deliver exceptional experience and education to FNB Private Wealth clients on basic wealth creation and 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:


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.


End Date: March 3, 2026