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- Tasks: Help clients achieve financial success with tailored advice and innovative solutions.
- Company: Join FNB, a forward-thinking bank focused on positive change.
- Benefits: Competitive salary, uncapped earning potential, and networking opportunities.
- Why this job: Make a real difference in clients' lives while growing your career in finance.
- Qualifications: NQF level 7 degree and 3-5 years in financial services required.
- Other info: Embrace a culture of service excellence and build lasting client relationships.
The predicted salary is between 36000 - 60000 £ per year.
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.
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, 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 National Credit Act (NCA) candidates applying for this role will require a credit record check.
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.
Introduce yourself to our recruiters and we will get in touch if there's a role that seems like a good match.
Private Client Advisor Rural employer: RMB Nigeria Limited
Contact Detail:
RMB Nigeria Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Advisor Rural
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial sector and let them know you're on the hunt for a Private Client Advisor role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews! Research FNB and understand their values, especially around customer experience and wealth management. Tailor your answers to show how you can contribute to their goals and make a real impact.
✨Tip Number 3
Practice your pitch! Be ready to explain how your background in banking and financial planning makes you the perfect fit for the role. Highlight your achievements in driving client retention and sales growth.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you're serious about joining the team at FNB and making a difference in clients' lives.
We think you need these skills to ace Private Client Advisor Rural
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the Private Client Advisor role. Highlight your experience in wealth management and client relations, and don’t forget to mention any relevant qualifications like your RE5 or CFP.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you’re passionate about helping clients with their financial needs and how your skills align with our goal of improving lives through effective solutions.
Showcase Your Achievements: When detailing your experience, focus on specific achievements that demonstrate your ability to drive sales and client retention. Numbers speak volumes, so if you’ve hit targets or improved client satisfaction, let us know!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy!
How to prepare for a job interview at RMB Nigeria Limited
✨Know Your Financial Stuff
Make sure you brush up on your knowledge of wealth creation and financial services. Be ready to discuss how you can deliver exceptional experiences to private clients and how you understand the products you'll be marketing.
✨Showcase Your Sales Skills
Prepare examples from your past experience that highlight your ability to drive client retention and achieve sales targets. Think about specific situations where you successfully managed a leads pipeline or increased revenue for your previous employer.
✨Build Rapport
Since this role is all about building relationships, practice how you can establish trust and openness with clients. During the interview, demonstrate your interpersonal skills and how you would approach client interactions.
✨Be Ready for Scenario Questions
Expect questions that put you in real-life scenarios related to financial planning and client management. Prepare to explain how you would handle various situations, focusing on your problem-solving skills and ability to provide holistic advice.
