Private Wealth Advisor – FNB

purpose

To deliver exceptional experience and education to Private Wealth or RMBPB 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

experience and qualifications

  • Minimum Qualification – Degree in Finance, Economics or Accounting
  • Preferred Qualification – Certified Financial Planner (CFP)
  • Experience – 3 to 5 years experience in a Banking, Investment, Financial Planning, Wealth Management, and client facing environment
  • Additional Knowledge – Full understanding of money management principles
  • Sound working knowledge of required business-related systems
  • Sound working knowledge of Banking and Financial Services Regulatory requirements
  • Knowledge on wealth management creation and accumulation
  • Wealth protection or risk knowledge
  • Excellent project management skills and able to plan and organize work independently
  • Proven track record in servicing a portfolio of clients and in acquisition of new relationships
  • Excellent knowledge of global financial markets and current affairs
  • Ability to match client needs with appropriate product solutions
  • Sound knowledge of the Bank’s risk and other mandates to ensure exercising good commercial judgment while representing the Bank’s and the shareholders’ interests always

additional requirements

Preference will be given to applicants with the following: Candidates with the following FAIS experience will be given preference: • 1.3 Long-Term Insurance subcategory B1 • 1.4 Long-Term Insurance subcategory C • 1.5 Retail Pension Benefits • 1.14 Participatory Interests in a Collective Investment Scheme • 1.17 Long-term Deposits • 1.18 Short-term Deposits • 1.22 Long-term Insurance subcategory B1-A In accordance with National Credit Act (NCA) candidates applying for this role will require a credit record check.

responsibilities

  • 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 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

 

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