Private Wealth Advisor at FNB South Africa

Role Purpose:

• To serve as a full financial services advisor by providing appropriate savings, investment and estate planning advice, expertise and support to high income clients, with a focus on investments.

Responsibilities:

• Build working relationships across teams and functional lines to enhance work delivery, collaboration and innovation Participate in planned activities that are appropriate for own development
• Identify and utilize opportunities for revenue growth to deliver on sales targets Identify Local and Offshore fiduciary opportunities and advise on client philanthropy
• 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 Organizational 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

Qualifications and Experience:

• 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:
Candidates with the following FAIS experience will be given preference:

• Long-Term Insurance subcategory B1
• Long-Term Insurance subcategory C
• Retail Pension Benefits
• Participatory Interests in a Collective Investment Scheme
• Long-term Deposits
• Short-term Deposits
• Long-term Insurance subcategory B1-A