Private Client Advisor

Posted Yesterday
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Bellville, TX, USA
In-Office
Mid level
Financial Services
The Role
Manage and grow an allocated portfolio of private banking clients by providing tailored financial and banking solutions. Responsibilities include client relationship management, wealth-creation education, digital reviews, lead generation, customer retention, account growth, cross-selling, consulting with product specialists, and compliance with regulatory and governance requirements.
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Job Description

Welcome to FNB, the home of the #changeables.

We design for the shapeshifters and deliver products and services that make us incredibly proud of people that make it happen.

Now’s the time to imagine your potential in a team where experts come together and ignite effective change. 

Are you someone who can:

  • Proactively grow the balance sheet of an allocated customer, deliver exceptional experience and education to portfolio of clients on wealth creation?
  • Deliver exceptional experience and education to portfolio of clients on wealth creation?
  • Increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principles?

You will be an ideal candidate if you:

  • Minimum Qualification - Relevant NQF level 7 FSCA approved Degree.
  • RE5 Regulatory Compliance Certificates with relevant COB (Class of Business)
  • Experience - 3 to 5 years’ experience within a Sales/Service area of a financial environment.

You will have access to:

  • Opportunities to network and collaborate.
  • Earn basic guaranteed rewards with uncapped earning potential.
  • Participate in planned activities that are appropriate for own development.

You will be an ideal candidate if you:

  • Minimum Qualification - Relevant NQF level 7 FSCA approved Degree.
  • RE5 Regulatory Compliance Certificates with relevant COB (Class of Business)
  • Experience - 3 to 5 years’ experience within a Sales/Service area of a financial environment.

We can be a match if you are:

  • Able to build sound relationships based on trust and openness.
  • Contribute to a culture of service excellence, which builds positive relationships and provides opportunity for feedback and exceptional service.
  • Conduct digital client reviews within the context of client engagements.
  • Consult with SMEs on complex products to provide appropriate product advise.
  • Execute on opportunities to expand our customer base with creditworthy and potentially profitable customers.
  • Provide appropriate banking and financial solutions across an allocated portfolio of clients.
  • Ensure growth and increase in customer base by ensuring the management of existing clients, generates new leads and grows active customer account base.
  • Comply with relevant statutory, legislative, policy and governance requirements as well as set processes and procedures related to area of specialization.

Important Closing Date Note

Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.

16/10/26

All appointments will be made in line with FirstRand Group’s Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.

Skills Required

  • Relevant NQF Level 7 FSCA-approved degree
  • RE5 Regulatory Compliance Certificate
  • Relevant Class of Business (COB) certification
  • 3 to 5 years of experience in a sales or service role within a financial environment
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The Company
49,989 Employees
Year Founded: 1998

What We Do

FirstRand is a portfolio of integrated financial services businesses offering transactional, lending, investment and insurance products and services. The group seeks to build long-term franchise value and deliver superior, sustainable returns within acceptable levels of volatility. Its corporate centre houses key functions—including risk, compliance, governance, internal audit, treasury, finance and tax—that support the broader group and its operating businesses.

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