Private Client Advisor C at FNB South Africa

about us

•       make a promise
•       be deeply invested
•       value our differences
•       build trust, not territory
•       have courage
•       always do the right thing
•       stay curious and you have one simple goal: to improve the lives of customers through simple, effective solutions that meet their needs, contact us today and join a winning team. All appointments will be made in line with the Bank’s Employment Equity plan The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.

purpose

To deliver exceptional experience and education to Private Clients/Private Clients RMB 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 - Relevant Educational and professional background Degree in Banking, Finance, Economics or Accounting RE
• Preferred Qualification - Certified Financial Planner (CFP)
• Experience - 3 to 5 years experience in a similar environment (strong background in Banking /Investment / Financial Planning / Wealth Management