Private Wealth Advisor
Core
Deliver exceptional experience and education to FNB Private Wealth clients on basic wealth creation and accumulation, while driving client retention and profit growth.
Role type
Private Wealth Advisor (Sales/Service)
Builds
Financial services solutions and client account growth
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Wealth creation education, Money Management principles, lead pipeline management, regulatory compliance, relationship building, statutory policy adherence
Preferred skills
NQF level 7 FSCA approved Degree, RE5 Regulatory Compliance Certificates, 3-5 years financial sales/service experience, signed off for supervision of SUB-CATS
Responsibilities
Educate clients on wealth creation, increase vertical sales index, manage leads pipeline, ensure compliance with statutory and governance requirements, grow active customer account base