Private Client Advisor- JHB
FNB South Africa
In 1998 Rand Merchant Bank Holdings and the financial services interests (First National Bank of Southern Africa Limited "FNB"? and Southern Life Limited) of Anglo-American were merged to form FirstRand Limited. FNB became a wholly owned subsidiary of FirstRand and currently trades as a division of FirstRand Bank Limited. FNB provides personal, commercial and corporate banking services to more than 6 million customers across South Africa from large corporate accounts to accounts for teens and pensioners. It is also the single largest contributor to FirstRand's bottom-line. First National Bank - a division of FirstRand Bank Limited. An Authorised Financial Services and Credit Provider (NCRCP20). Are you someone who can: Deliver exceptional experience and education to Private Clients/Private Clients RMB clients on basic wealth creation, accumulation. Increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principles. Understand and market all financial services solutions within the relevant business offering. Assist with profit growth for the business through ensuring effective management of the leads pipeline. Produce consistently high-quality outputs within agreed deadlines. You will be an ideal candidate if you: Minimum Qualification - Relevant NQF level 7 FSCA approved Degree. RE5 Regulatory Compliance Certificates with relevant COB (Class of Business) Meet all requirements on SUB-CATS. Experience - 3 to 5 years' experience within a Sales/Service area of a financial environment. You will have access to: Opportunities to network and collaborate. Earn basic guaranteed rewards with uncapped earning potential. Opportunities to innovate. We can be a match if you are: Able to build sound relationships based on trust and openness. Ensure growth and increase in customer base by ensuring the management of existing clients, generates new leads and grows active customer account base. Comply with relevant statutory, legislative, policy and governance requirements as well as set processes and procedures related to area of specialization. End Date: August 7, 2026
- ...can: Proactively grow the balance sheet of an allocated customer, deliver exceptional experience and education to portfolio of clients on wealth creation? Deliver exceptional experience and education to portfolio of clients on wealth creation? Increase vertical...
- ...Authorised Financial Services and Credit Provider (NCRCP20). Job Description To deliver an exceptional experience for Private Wealth clients, focusing on foundational strategies for wealth creation, accumulation, and protection. This job applies relevant Money...
- ...Financial Services and Credit Provider (NCRCP20). Role Purpose: 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...
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