Hiring.Camp

Private Client Advisor

FirstRand provides

·

1 week ago

Location
Shop G15 - G16 Willowbridge Shopping Centre, Corner of Carl Cronje Drive and Old Oak Rd, Bellville Park, Bellville, 7530, South Africa
Type
Full-time
Closing date
Today
Source
Workday

Description

Job Description

Welcome to FNB, the home of the #changeables.

We design for the shapeshifters and deliver products and services that make us incredibly proud of people that make it happen.

Now’s the time to imagine your potential in a team where experts come together and ignite effective change. 

Are you someone who 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 sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principles?

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)
  • 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.
  • Participate in planned activities that are appropriate for own development.

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)
  • Experience - 3 to 5 years’ experience within a Sales/Service area of a financial environment.

We can be a match if you are:

  • Able to build sound relationships based on trust and openness.
  • Contribute to a culture of service excellence, which builds positive relationships and provides opportunity for feedback and exceptional service.
  • Conduct digital client reviews within the context of client engagements.
  • Consult with SMEs on complex products to provide appropriate product advise.
  • Execute on opportunities to expand our customer base with creditworthy and potentially profitable customers.
  • Provide appropriate banking and financial solutions across an allocated portfolio of clients.
  • 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.

#LI-NK3

#POST

#FNB

 

Important Closing Date Note

Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.

25/07/26

All appointments will be made in line with FirstRand Group’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.

Skills

Compliance

Similar Jobs

30

Private Client Advisor

Henley & Partners - The Firm of Global Citizens® · Boston, MA

4 days ago

Private Client Advisor

Keybank · 149 Bank St, Burlington, VT, United States of America

6 days ago

Private Client Advisor

Keybank · 4627 S Miami Rd (BR), South Bend, IN, United States of America

1 week ago

Private Client Advisor

Columbiabank · Denver Tech Center Suite 150, United States of America +9

2 weeks ago

Private Client Advisor

Mmc · Sacramento - River, United States of America +5 · Remote

2 weeks ago

Private Client Advisor

Henley & Partners - The Firm of Global Citizens® · Miami, Florida, FL

2 weeks ago

Private Client Advisor

Keybank · 380 Route 3 (BR), Plattsburgh, NY, United States of America

2 weeks ago

Private Client Advisor

FirstRand provides · FNB Acacia house, 2 Kikembe Drive, Umhlanga, Durban, 4319, South Africa

2 weeks ago

Private Client Advisor

Mmc · San Francisco - Embarcadero, United States of America · Hybrid

3 weeks ago

Private Client Advisor

Tiffany · Bangkok, Thailand

3 weeks ago

Private Client Advisor

Henley & Partners - The Firm of Global Citizens® · West Palm Beach, Florida, FL

3 weeks ago

Private Client Advisor

Keybank · 2105 Queen Anne Ave N (BR), Seattle, WA, United States of America

3 weeks ago

Private Client Advisor

Keybank · 90 SE Pioneer Way (BR), Oak Harbor, WA, United States of America

3 weeks ago

Private Client Advisor

Mmc · San Antonio - Broadway, United States of America · Hybrid

4 weeks ago

Private Client Advisor

Henley & Partners - The Firm of Global Citizens® · Jeddah, Saudi Arabia

4 weeks ago

Private Client Advisor

Keybank · 221 N Main St (BR), Goshen, IN, United States of America

4 weeks ago

Private Client Advisor

Commercebank · KS - Central Kansas - Wichita - Wichita Waterfront (67206), United States of America

1 month ago

Private Client Advisor

Henley & Partners - The Firm of Global Citizens® · Kuwait, Kuwait

1 month ago

Private Client Advisor

Mmc · Norwalk - 601 Merritt, United States of America · Hybrid

1 month ago

Private Client Advisor

Trucordia · Ocean City, MD, United States · Hybrid

1 month ago

Private Client Advisor

Trucordia · Bethany Beach, DE, United States · Hybrid

1 month ago

Private Client Advisor

Trucordia · Annapolis, MD, United States · Hybrid

1 month ago

Private Client Advisor

Trucordia · Washington, DC, United States · Hybrid

1 month ago

Private Client Advisor

Keybank · 1211 SW Fifth Avenue, Portland, OR, United States of America

1 month ago

Private Client Advisor

Keybank · 4495 Everhard Rd NW (BR), Canton, OH, United States of America

1 month ago

Private Client Advisor

Keybank · 127 Public Square, Cleveland, OH, United States of America

1 month ago

Private Client Advisor

Keybank · 11 Stanwix Street (BR), Pittsburgh, PA, United States of America

1 month ago

Private Client Advisor

Keybank · 245 Main Street (BR), East Haven, CT, United States of America

1 month ago

Private Client Advisor

Keybank · 2532 Columbus Ave (BR), Sandusky, OH, United States of America

1 month ago

Private Client Advisor

Keybank · 615 Columbia Turnpike (BR), East Greenbush, NY, United States of America

1 month ago