Private Wealth Advisor

Deliver exceptional experience and education to FNB Private Wealth clients on basic wealth creation, accumulation, and protection tactics. Provide banking and financial solutions, conduct client reviews, and identify opportunities for revenue growth.

Requirements

• Provide appropriate banking and financial solutions across an allocated portfolio of clients
• Conduct client reviews within the context of client engagements and market all financial services solutions within the relevant business offering
• Identify Local and Offshore fiduciary opportunities and advise on client philanthropy
• Identify and utilise opportunities for revenue growth to deliver on sales targets
• Achieve revenue and profit targets by growing portfolio base, providing independent holistic advice and solutions
• Develop, encourage and nurture collaborative relationships within FNB and/or across the First Rand Group
• Deliver customer experience excellence in own service delivery aligned to Organisational values and service standards
• Prevent wastage and identify process improvements to contain and reduce costs