Private Client Advisor- Pretoria
FNB South Africa · Pretoria, Gauteng
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- To provide an exceptional experience to private clients focused on foundational wealth creation, accumulation, and protection strategies. Enhance client engagement and loyalty by applying contextual Money Management principles, driving growth in the Vertical Sales Index VSI, and fostering long-term client retention and entrenchment.
Are you someone who can
- Deliver exceptional experience and education to Private Clients/Private Clients RMB 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.
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.
- Opportunities to innovate.
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.
- Curious & courageous - you're driven by always wanting to know more and learn more and you're brave enough to be self-driven to achieve your targets and set goals.
- Obsessed with mastery - you know what it takes to become good at what you do and are consistent with self-motivation.
- 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: September 6, 2026