Private Clients Advisor- Cape Town

FNB South Africa · Cape Town, Western Cape

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Job Description

To deliver exceptional experience and education to Private 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

Build working relationships across teams and functional lines to enhance work delivery, collaboration and innovation
Identify and utilise opportunities for revenue growth to deliver on sales targets
Provide appropriate banking and financial solutions across an allocated portfolio of clients
Develop, encourage and nurture collaborative relationships within FNB and/or across the FRG
Ensure compliance to legislative and audit requirements and adherence to relevant processes
Conduct client reviews within the context of client engagements and market all financial services solutions within the relevant business offering
Deliver customer experience excellence in own service delivery aligned to Organisational 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
Achieve revenue and profit targets by growing portfolio base, providing independent holistic advice and solutions that ensure revenue and profit growth

Relevant NQF7 Level Degree in Finance, Economics or Accounting.
Completed RE5 qualification.
Experience - 3 to 5 years' experience within a Sales/Service area of a financial environment.

Candidates are required to have sign-off on the following sub-categories:

End Date: August 15, 2026