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- Tasks: Help clients with wealth creation and financial education while driving sales and client retention.
- Company: Join FNB, a dynamic company focused on innovative financial solutions for diverse clients.
- Benefits: Enjoy networking opportunities, uncapped earning potential, and a supportive work culture.
- Why this job: Make a real impact on clients' lives while working in a collaborative and rewarding environment.
- Qualifications: NQF level 7 degree and 3-5 years in financial services required; CFP preferred.
- Other info: Applications close on March 31, 2025; inclusive hiring practices are a priority.
The predicted salary is between 28800 - 43200 £ per year.
To deliver exceptional experience and education to Private Clients on basic wealth creation, accumulation, and overall protection tactics to increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principles.
Goal: Improvement on the lives of customers through simple, effective solutions that meet their needs.
Are you someone who can:
- Deliver exceptional experience and education to Private Clients on basic wealth creation and accumulation.
- Increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principles.
- Understand and market all financial services solutions within the relevant business offering.
- Assist with profit growth for the business through ensuring effective management of the leads pipeline.
- Produce consistently high-quality outputs within agreed deadlines.
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) - Essential.
- Preferred Qualification - Certified Financial Planner (CFP).
- Experience - 3 to 5 years' experience within a Sales/Service area of a financial environment.
- Strong background in Banking / Investment / Financial Planning / Wealth Management.
You will have access to:
- Opportunities to network and collaborate.
- Earn basic guaranteed rewards with uncapped earning potential.
- Opportunities to innovate, provide appropriate banking and financial solutions across an allocated portfolio of clients.
- Identify Local and Offshore fiduciary opportunities and advise on client philanthropy.
We can be a match if you are:
- Able to build sound relationships based on trust and openness.
- Achieving revenue and profit targets by growing portfolio base, providing independent holistic advice, solutions that ensure revenue and profit growth in line with stated KPI's across the Insure, Investments, Loans & Transact Pillar and Products.
- Contribute to a culture of service excellence, which builds positive relationships and provides opportunity for feedback and exceptional service.
Additional Requirements:
- In accordance with the National Credit Act (NCA), candidates applying for this role will require a credit record check.
- All appointments will be made in line with the Bank’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 third parties.
Closing Date: 31/03/25
Private Client Advisor Rural employer: Wesbank
Contact Detail:
Wesbank Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Advisor Rural
✨Tip Number 1
Familiarise yourself with the latest trends in wealth management and financial planning. This will not only help you understand the role better but also allow you to engage in meaningful conversations during interviews, showcasing your knowledge and passion for the industry.
✨Tip Number 2
Network with professionals in the financial services sector, especially those who have experience as Private Client Advisors. Attend relevant events or join online forums to gain insights and potentially get referrals that could boost your application.
✨Tip Number 3
Prepare to discuss specific examples of how you've successfully built client relationships and achieved sales targets in previous roles. Being able to articulate your past successes will demonstrate your capability to excel in this position.
✨Tip Number 4
Research FNB's values and mission statement thoroughly. Understanding their approach to client service and how they define success will help you align your answers during interviews, making you a more attractive candidate.
We think you need these skills to ace Private Client Advisor Rural
Some tips for your application 🫡
Understand the Role: Read the job description thoroughly to understand the responsibilities and qualifications required for the Private Client Advisor Rural position. Tailor your application to highlight how your skills and experiences align with these requirements.
Highlight Relevant Experience: Emphasise your experience in sales and service within a financial environment. Provide specific examples of how you have successfully delivered exceptional client experiences and contributed to revenue growth in previous roles.
Showcase Your Qualifications: Make sure to mention your relevant qualifications, such as your NQF level 7 FSCA approved Degree and any certifications like the Certified Financial Planner (CFP). This will demonstrate your credibility and suitability for the role.
Craft a Compelling Cover Letter: Write a personalised cover letter that reflects your passion for the role and the company. Discuss how you can contribute to improving clients' lives through effective financial solutions and your commitment to service excellence.
How to prepare for a job interview at Wesbank
✨Understand the Role
Make sure you have a solid grasp of what a Private Client Advisor does. Familiarise yourself with wealth creation, accumulation tactics, and how to drive client retention. This will help you answer questions confidently and show your genuine interest in the role.
✨Showcase Your Experience
Prepare to discuss your previous experience in sales or service within a financial environment. Highlight specific achievements that demonstrate your ability to meet revenue and profit targets, as well as your understanding of banking and investment principles.
✨Demonstrate Relationship-Building Skills
Since building trust and openness with clients is crucial, be ready to share examples of how you've successfully built relationships in the past. This could include strategies you've used to engage clients or resolve conflicts.
✨Prepare Questions
Have thoughtful questions ready to ask at the end of the interview. This shows your enthusiasm for the position and helps you assess if the company culture aligns with your values. Consider asking about opportunities for professional development or how success is measured in the role.
