Private Wealth Advisor – IRC245292
at 5 Merchant Place, Sandton, Gauteng, South Africa in FNB Premium Private Wealth JHB Merchant RMBPB Wealthy
Ends 02 Jun 2023
Private Wealth Advisor – IRC245292: About us, purpose, experience and qualifications
about us
- make a promise
- be deeply invested
- value our differences
- build trust, not territory
- have courage
- always do the right thing
- stay curious and you have one simple goal: to improve the lives of customers through simple, effective solutions that meet their needs, contact us today and join a winning team. 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. 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.
purpose: Private Wealth Advisor – IRC245292
To deliver exceptional experience and education to Private Wealth or RMBPB clients on basic wealth creation, accumulation and overall protection tactics to increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principles
experience and qualifications
- Minimum Qualification – Degree in Finance, Economics or Accounting
- Preferred Qualification – Certified Financial Planner (CFP)
- Experience – 3 to 5 years experience in a Banking, Investment, Financial Planning, Wealth Management, and client facing environment
- Additional Knowledge – Full understanding of money management principles
- Sound working knowledge of required business-related systems
- Sound working knowledge of Banking and Financial Services Regulatory requirements
- Knowledge on wealth management creation and accumulation
- Wealth protection or risk knowledge
- Excellent project management skills and able to plan and organize work independently
- Proven track record in servicing a portfolio of clients and in acquisition of new relationships
- Excellent knowledge of global financial markets and current affairs
- Ability to match client needs with appropriate product solutions
- Sound knowledge of the Bank’s risk and other mandates to ensure exercising good commercial judgment while representing the Bank’s and the shareholders’ interests always
- Additional information and responsibilities