Private Wealth Advisor-2

Time left to apply: End Date: May 13, 2025 (4 days left to apply)
Job Requisition ID: R32438
Job Description
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 retention and entrenchment through using contextual Money Management principles.
Identify local and offshore fiduciary opportunities and advise on client philanthropy.
Participate in planned activities that are appropriate for personal development.
Build working relationships across teams and functions to enhance collaboration and innovation.
Identify and utilize opportunities for revenue growth to meet sales targets.
Provide banking and financial solutions across an allocated client portfolio.
Develop and nurture collaborative relationships across the FRG.
Ensure compliance with legislative and audit requirements and adhere to relevant processes.
Conduct client reviews within the context of engagements and market financial services solutions.
Deliver excellent customer experience aligned with organizational values and service standards.
Provide high-quality internal and external customer service.
Identify process improvements to reduce wastage and costs.
Achieve revenue and profit targets by growing the portfolio and providing holistic advice and solutions.
Job Details
Note: Applications will not be accepted after the closing date.
Please submit your application before May 12, 2025.
Application deadline: May 12, 2025 (3 days left to apply)
All appointments will align with FirstRand Group's Employment Equity plan.
The bank supports the recruitment and advancement of individuals with disabilities.
Candidates may voluntarily disclose disability information, which will be kept confidential unless required by law.
Introduce Yourself
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If you have queries, please log them via MyQ.
About Us
FNB serves retail and commercial customers with a range of financial products, insurance, and digital solutions.
Recognized globally, FNB offers innovative services like the eBucks rewards system and has won multiple awards, including the Strongest Banking Brand in the World (2023).
Join us to build a rewarding career and make a meaningful impact.
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