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For Companies At a Glance
- Tasks: Deliver exceptional experiences and educate clients on wealth creation and protection tactics.
- Company: Join FNB, a dynamic bank focused on innovation and client satisfaction.
- Benefits: Enjoy competitive rewards, uncapped earning potential, and networking opportunities.
- Why this job: Make a real impact by helping clients achieve their financial goals.
- Qualifications: NQF level 7 degree and relevant financial services experience required.
- Other info: Be part of a culture that values trust, service excellence, and career growth.
The predicted salary is between 36000 - 60000 £ 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, 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 the Bank’s Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfil 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.
Private Client Advisor Rural employer: Rmbwestport
Contact Detail:
Rmbwestport Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Advisor Rural
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial services industry. Attend events, join online forums, and don’t be shy to reach out on LinkedIn. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Practice your pitch! When you get the chance to meet potential employers or recruiters, make sure you can clearly explain who you are and what you bring to the table. Tailor your message to highlight your experience in wealth management and client relations.
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way in showing your enthusiasm for the role. Mention something specific from your conversation to remind them of your fit for the Private Client Advisor position.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re serious about joining our 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 🫡
Show Your Passion: When you're writing your application, let your enthusiasm for the role shine through! We want to see how excited you are about helping clients with their wealth management and making a real difference in their lives.
Tailor Your CV: Make sure your CV is tailored to highlight your experience in financial services. We love seeing relevant skills and achievements that align with what we're looking for, so don’t hold back on showcasing your expertise!
Be Clear and Concise: Keep your application clear and to the point. We appreciate well-structured responses that get straight to the heart of your qualifications and experiences. Remember, quality over quantity!
Apply Through Our Website: Don’t forget to apply 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 to do!
How to prepare for a job interview at Rmbwestport
✨Know Your Wealth Management Basics
Brush up on the fundamentals of wealth creation and accumulation. Be ready to discuss how you can educate clients on these topics, as this role is all about delivering exceptional experiences and solutions.
✨Showcase Your Sales Skills
Prepare examples of how you've successfully increased sales or client retention in previous roles. Highlight your experience with managing leads and driving profit growth, as these are key aspects of the job.
✨Understand the Financial Services Landscape
Familiarise yourself with the financial services solutions relevant to the role. Be prepared to discuss how you would market these solutions to meet client needs and contribute to the bank's goals.
✨Build Rapport and Trust
Demonstrate your ability to build strong relationships during the interview. Share examples of how you've established trust with clients in the past, as this is crucial for success in a Private Client Advisor role.
