Private Wealth Advisor- JHB
FNB South Africa · Johannesburg, Gauteng
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- To deliver an exceptional experience for Private Wealth clients, focusing on foundational strategies for wealth creation, accumulation, and protection.
- This job applies relevant Money Management principles to deepen client engagement, drive Vertical Sales Index VSI growth, and strengthen long-term client retention and entrenchment.
- Identify Local and Offshore fiduciary opportunities and advise on client philanthropy.
- Participate in planned activities that are appropriate for own development.
- 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 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.
End Date: November 1, 2026