Private Clients 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 have: 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. End Date: July 12, 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...
- ...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...
- Stonehage Fleming clients are defined by their purpose and ambition rather than by simple measures of current wealth. Whatever the... ...inter-generational considerations. - Sourcing and advising on private capital investment opportunities. - Creating reports aggregating...
- ...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...
- ...corporate and retail banking, property finance, investment banking, private banking, foreign exchange and securities trading. Nedbank Group... ....Job Purpose To deliver banking solutions to clients by understanding their business and needs through relationship...
- ...corporate and retail banking, property finance, investment banking, private banking, foreign exchange and securities trading. Nedbank Group... ...services and bancassurance.Job Purpose Educate clients on the functionality of self-service digital solutions, whilst...
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- ...traditional transactions to SelfâÃÂÃÂService and digital channels Grow the active customer account base to expand overall client engagement Identify and maximise crossâÃÂÃÂsell opportunities to strengthen customer relationships Track, control, and influence...
- ...Limited. An Authorised Financial Services and Credit Provider (NCRCP20). Are you someone who can: Build and manage long-term client relationships to support retention and growth Provide a positive customer experience by being helpful and sensitive to customer...
- ...accountabilities: Solution design and implementation: Analyse client business processes and requirements. Design and configure... ...best practices and digital transformation. Act as a trusted advisor to clients throughout the lifecycle of the project....
- ...Engage directly with High-Net-Worth clients to understand their financial needs, objectives... ...joint client meetings alongside Wealth Advisors and other specialists. Provide... ...have: Proven experience in banking, private banking, or high-net-worth client environments...
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- ...the world. Our strategy is simple to build relationships with clients by integrating financial wellness solutions into each and every... ...to assess and elevate experiences at each touchpoint across the Advisor & Client journey. Requirements Relevant degree Masters...
- ...corporate and retail banking, property finance, investment banking, private banking, foreign exchange and securities trading. Nedbank Group... ...services and bancassurance.Job Purpose To educate clients on the convenience, security and functionality of digital and self...
- ...exceptional service and operational excellence for our most prestigious clients. This is an exciting opportunity for a banking professional with strong systems knowledge and a passion for working within Private Wealth You will be an ideal candidate if you have 3 -...
- ...yours, choose a loans online provider who cares âÃÂàChoose Atlas Finance.Job purpose: To promote, assist and enable clients to apply for credit loans, ensuring that these loan applications meet with all credit granting Regulatory and Policy compliance....
- Stonehage Fleming clients are defined by their purpose and ambition rather than by simple measures of current wealth. Whatever the... ...inter-generational considerations. - Sourcing and advising on private capital investment opportunities. - Creating reports aggregating...
- ...Business Development and Marketing teams. Captivate potential clients with engaging product demonstrations and persuasive sales... ...setting the stage for lasting partnerships. Serve as a trusted advisor throughout the purchasing journey, guiding prospects with confidence...
- ...existing customers to understand their needs and offer appropriate products or services. Build and maintain strong relationships with clients to encourage repeat business. Sales Processes: Prepare and send quotations, proposals, and sales orders. Process...
- ...The client seeking a high-calibre Customer Liaison Coordinator to liaise between customers and internal operational functions. This is a pivotal role designed for a super-organised, professional, who will keep communication flowing between our internal technical resources...
- ...October 1997, we have successfully added value to our HR Solutions, Labour Consulting, Payroll Services and Executive Recruitment Clients, both locally and nationally. Our continued success has been to build meaningful and lasting relationships with our clients and candidates...
- ...and flexible recruitment service, specializing in providing both client and candidate with the perfect fit. We pride ourselves on the... ...reporting to the COO and executive leadership Act as a trusted advisor to internal departments and key clients Identify skills gaps...
- ...for a specialized IT recruitment solution. We offer a personalized and flexible recruitment service, specializing in providing both client and candidate with the perfect fit. We pride ourselves on the fact that we have established relationships with industry leaders and...
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- ...effective sales strategy. The goal is to drive sustainable financial growth by boosting sales and forging strong relationships with clients. Key Responsibilities: Strategy and Planning: Develop a growth strategy focused both on financial gain and customer...
- ...driven through the alchemy of creativity and technology, Publicis Groupe is built on The Power of One. Publicis Groupe offers its clients seamless access to the expertise of its 80,000 talents across four Solution hubs: creative with Publicis Communications (Publicis Worldwide...
- ...team. This position is NOT for someone who is simply looking for a job we are looking for someone who can deliver results, build client relationships, and confidently represent a strong brand in the market. Desired Experience & Qualification Minimum 5 years...
- REQUIREMENTS: Valid motorbike license (Code A) with PDP Minimum 3 years bike delivery experience during employment Employment references Grade 12 qualification with mathematics Attention to detail for delivery process and documentation Reliable and ...
- Key Responsibilities: Identify customer needs and recommend suitable automotive parts Provide accurate product information (specifications, features, and benefits) Process sales orders and ensure correct parts selection and timely fulfilment Assist in maintaining...
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