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FNB Hiring Private Advisors: Opportunities to network and collaborate

FNB Hiring Private Advisors: Opportunities to network and collaborate
  • PublishedJuly 14, 2024

FNB Hiring Private Advisors: Opportunities to network and collaborate

First National Bank (FNB) is looking for jobseekers to join their team as Private Advisors. The role involves delivering exceptional experiences and education to Private Clients and RMB clients on wealth creation, accumulation, and protection strategies. The position aims to increase the vertical sales index (VSI) and drive client retention through Money Management principles.

Private Advisors Job Details:

  • Company: First National Bank (FNB)
  • Position: Private Advisor
  • Salary: Market-related
  • Location: Kathu, Northern Cape, South Africa

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About the Company: First National Bank (FNB), one of South Africa’s oldest banks, has a rich history dating back to 1838. FNB is renowned for its innovative approach to banking, continually adapting to meet the changing needs of its clients. With a focus on customer satisfaction and technological advancement, FNB provides a broad range of financial services and products.

Job Description: As a Private Advisor at FNB, you will be responsible for:

  • Delivering exceptional experience and education to Private Clients on basic wealth creation and accumulation.
  • Increasing vertical sales index (VSI) and driving client retention and entrenchment through contextual Money Management principles.
  • Marketing all financial services solutions within the relevant business offering.
  • Assisting with profit growth for the business through effective management of the leads pipeline.
  • Producing consistently high-quality outputs within agreed deadlines.

Ideal Candidate: The ideal candidate will possess:

  • A relevant NQF level 7 FSCA approved Degree.
  • RE5 Regulatory Compliance Certificates with relevant COB (Class of Business).
  • 3 to 5 years of experience within a Sales/Service area of a financial environment.
  • Signed off on FAIS categories.

Benefits:

  • Opportunities to network and collaborate.
  • Basic guaranteed rewards with uncapped earning potential.
  • Opportunities to innovate.

Candidate Qualities:

  • Ability to build sound relationships based on trust and openness.
  • Contribute to a culture of service excellence, which builds positive relationships and provides opportunities for feedback and exceptional service.
  • Curiosity and courage to constantly learn and innovate.
  • Mastery in their field, pushing themselves to excel.
  • Ensure growth in customer base by managing existing clients, generating new leads, and growing the active customer account base.
  • Compliance with relevant statutory, legislative, policy, and governance requirements.

Applying for FNB Hiring Private Advisors: Opportunities to network and collaborate

How to Apply for the Private Advisor Position at FNB

First National Bank (FNB) is excited to invite qualified candidates to apply for the Private Advisor role. Follow the detailed application process below to ensure your application is considered.

Step-by-Step Application Process:

  1. Prepare Your Documents:
  • Resume: Ensure your resume is updated, highlighting your relevant experience, qualifications, and skills.
  • Cover Letter: Write a cover letter that details your interest in the Private Advisor role and how your skills and experience align with the job description.
  • Qualifications: Have copies of your relevant NQF level 7 FSCA approved Degree, RE5 Regulatory Compliance Certificates, and any other pertinent qualifications ready for submission.

Visit the FNB Careers Portal: FNB PORTAL

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