Job Description Welcome to FNB, the home of the #changeables. Responsibilities Proactively grow the balance sheet of an allocated customer and deliver exceptional experience and education to the portfolio of clients on wealth creation. Increase vertical sales index (VSI) and drive client retention and entrenchment through the use of contextual Money Management principles. Qualifications Minimum Qualification – Relevant NQF level 7 FSCA approved Degree. RE5 Regulatory Compliance Certificates with relevant Class of Business. Experience – 3 to 5 years within a Sales/Service area of a financial environment. Benefits & Opportunities Opportunities to network and collaborate. Earn basic guaranteed rewards with uncapped earning potential. Participation in planned activities appropriate for personal development. Desired Characteristics Ability to build sound relationships based on trust and openness. Contribution to a culture of service excellence, providing opportunities 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 advice. Execute opportunities to expand the 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 the customer base by managing existing clients, generating new leads and growing active customer account base. Comply with relevant statutory, legislative, policy and governance requirements and set processes and procedures related to area of specialization. Additional Requirements In accordance with the National Credit Act (NCA), candidates applying for this role will require a credit record check. Employment Equity Statement All appointments will be made in line with the Bank’s Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. Candidates may voluntarily disclose disability information, which the Bank will keep confidential unless required by law to disclose it. Application Deadline Applications will not be accepted after 06/06/26. #J-18808-Ljbffr
Private Clients Advisor
FNB SOUTH AFRICA
johannesburg, johannesburg
Published 5 days ago
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