Private Client Advisor- Bellville
FNB South Africa · Bellville, Western Cape
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- Proactively grow the balance sheet of an allocated customer, deliver exceptional experience and education to portfolio of clients on wealth creation?
- Deliver exceptional experience and education to portfolio of clients on wealth creation?
- Increase vertical sales index VSI and drive client retention and entrenchment through using contextual Money Management principles?
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
- 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.
- Participate in planned activities that are appropriate for own development.
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
- Experience - 3 to 5 years' experience within a Sales/Service area of a financial environment.
We can be a match if you are
- Able to build sound relationships based on trust and openness.
- Contribute to a culture of service excellence, which builds positive relationships and provides opportunity for feedback and exceptional service.
- Conduct digital client reviews within the context of client engagements.
- Consult with SMEs on complex products to provide appropriate product advise.
- Execute on opportunities to expand our customer base with creditworthy and potentially profitable customers.
- Provide appropriate banking and financial solutions across an allocated portfolio of clients.
- 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: August 15, 2026