Private Wealth Advisor – Pretoria
FNB South Africa · Pretoria
Job description
About the role
FNB South Africa is hiring a Private Wealth Advisor in Pretoria. The role delivers wealth creation, accumulation and protection education to private wealth clients, aiming to increase the vertical sales index, retain and entrench clients and use contextual money management principles.
Key responsibilities
- Provide banking and financial solutions across an allocated portfolio of clients
- Identify local and offshore fiduciary opportunities and advise on client philanthropy
- Conduct client reviews and market financial services solutions within the relevant business offering
- Grow the portfolio base and achieve revenue and profit targets through independent, holistic advice
- Ensure compliance with legislative and audit requirements and adherence to relevant processes
- Deliver customer experience excellence and improve processes to reduce costs
- Take part in planned development activities and build working relationships across teams and functions
Required profile
- FSCA-approved NQF level 7 qualification
- RE5 registration
- Required sub-categories: 1.3, 1.4, 1.5, 1.14
- Financial advice, advisory or investment experience
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Published 6 hours ago
Expires 1 month from now
6 views · 0 interested
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FNB South Africa
Pretoria