Private Advisor

In brief

**Overview** This role at First National Bank is for a Private Advisor. The primary purpose is to provide an exceptional experience to private clients, focusing on foundational wealth creation, accumulation, and protection strategies. The role aims to enhance client engagement and loyalty by applying contextual Money Management principles, driving growth in the Vertical Sales Index (VSI), and fostering long-term client retention and entrenchment. **What you will do** * Provide an exceptional experience and education to Private Clients/Private Clients RMB clients on basic wealth creation and accumulation. * Increase the Vertical Sales Index (VSI) and drive client retention and entrenchment through contextual Money Management principles. * Understand and market all financial services solutions within the relevant business offering. * Assist with business profit growth by ensuring effective management of the leads pipeline. * Produce consistently high-quality outputs within agreed deadlines. * Ensure growth and increase in the customer base by managing existing clients, generating new leads, and growing the active customer account base. * Comply with relevant statutory, legislative, policy, and governance requirements, as well as set processes and procedures related to the area of specialization. **Requirements (from the original advert)** * Relevant NQF level 7 FSCA approved Degree. * RE5 Regulatory Compliance Certificates with relevant COB Class of Business, meeting all requirements on SUB-CATS. * 3 to 5 years’ experience within a Sales/Service area of a financial environment. * Signed off for supervision of all your SUB-CATS. * Able to build sound relationships based on trust and openness. **Who should apply** The ideal candidate for this role is someone who is capable of delivering exceptional client experience and education, skilled in increasing sales and client retention through money management principles, and proficient in understanding and marketing financial services solutions. They should be able to manage leads to contribute to profit growth, consistently produce high-quality work, build strong relationships, and ensure customer base expansion through new lead generation and existing client management. Adherence to regulatory and internal compliance is also expected. **Deadline** December 30, 2026 **Reference** Original posting: https://www.myjobmag.co.za/job/private-advisor-fnb-south-africa-10 Source: myjobmag

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At a glance

• At least 3 years of experience.

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