Private Wealth Advisor

Website FNB South Africa

Job Description:

To deliver exceptional experience and education to Private Wealth 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.

Job Responsibilities:

  • Participate in planned activities that are appropriate for own development
  • Identify Local and Offshore fiduciary opportunities and advise on client philanthropy
  • 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
  • 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
  • Provide appropriate banking and financial solutions across an allocated portfolio of clients

Job Requirements:

  • Sound working knowledge of Banking and Financial Services Regulatory requirements
  • Knowledge on wealth management creation and accumulation
  • Minimum Qualification – Degree in Finance, Economics or Accounting
  • Sound working knowledge of required business-related systems
  • Preferred Qualification – Certified Financial Planner (CFP)
  • Full understanding of money management principles
  • Wealth protection or risk knowledge
  • Experience – 3 to 5 years’ experience in a Banking, Investment, Financial Planning, Wealth Management, and client facing environment

Job Details:

Company: FNB South Africa

Vacancy Type: Full Time

Job Location: Durban, KwaZulu-Natal, South Africa

Application Deadline: N/A

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