Role Purpose:
To deliver exceptional experience and education to Private Wealth 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.
Are you someone who can:
Achieve revenue and profit targets by growing portfolio base, providing independent holistic advice and solutions that ensure revenue and profit growth.
Identify and utilize opportunities for revenue growth to deliver on sales targets.
Provide appropriate banking and financial solutions across an allocated portfolio of clients.
Identify Local and Offshore fiduciary opportunities and advise on client philanthropy.
Ensure compliance to legislative and audit requirements and adherence to relevant processes.
Build working relationships across teams and functional lines to enhance work delivery, collaboration, and innovation.
Develop, encourage and nurture collaborative relationships within FNB and/or across the First Rand Group (FRG).
Conduct client reviews within the context of client engagements and market all financial services solutions within the relevant business offering.
Participate in planned activities that are appropriate for own development.
Deliver customer experience excellence in own service delivery aligned to Organizational values and service standards.
Deliver internal and external customer service excellence through adherence to quality service standards.
Prevent wastage and identify process improvements to contain and reduce costs.
You will be an ideal candidate if you:
Relevant NQF7 Level Degree in Finance, Economics or Accounting.
Completed RE5 qualification.
Preferred Qualification - Certified Financial Planner (CFP)
Experience - 3 to 5 years' experience in a Banking, Investment, Financial Planning, Wealth
Management, and client facing environment.
Full understanding of money management principles
End Date: March 26, 2026