Private Client Advisor

Website FNB South Africa

Job Description:

The ideal candidate will deliver simple, effective solutions that meets customer’s financial and planning needs by improving their lives.

Job Responsibilities:

  • Executing effectively on opportunities to expand our customer base with creditworthy and potentially profitable customers.
  • Provide appropriate banking and financial planning solutions across all allocated portfolio of clients.
  • Identify Local and Offshore fiduciary opportunities upon advising on client philanthropy.
  • Responsible for revenue growth to deliver on set and agreed sales targets.
  • Ensuring compliance to legislative and audit requirements and adherence to relevant FAIS requirements governing policies & processes.

Job Requirements:

  • Have insight and ability to identify process improvements to contain and reduce costs.
  • Critical thinking skills.
  • Independent Self-Starter with accountability of ownership.
  • Building working relationships across teams and functional lines to enhance work delivery, collaboration, and innovation.
  • Develop new insights into situations and creatively suggest organizational improvements.
  • Must be efficient, professionally presentable, and well-articulated.

Job Details:

Company: FNB South Africa

Vacancy Type: Full Time

Job Location: Cape Town, Western Cape, South Africa

Application Deadline: N/A

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