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- 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: Competitive salary with 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, openness, and service excellence.
The predicted salary is between 36000 - 60000 £ per year.
To deliver exceptional experience and education to Private Clients/Private Clients RMB 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: Spane4all
Contact Detail:
Spane4all 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. The more connections you make, the better your chances of landing that Private Client Advisor role.
✨Tip Number 2
Show off your expertise! Prepare to discuss wealth creation and money management principles in detail during interviews. Use real-life examples to demonstrate how you've helped clients in the past. This will show you're not just knowledgeable but also practical.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or mentors to refine your pitch. Focus on how you can drive client retention and increase sales. The more comfortable you are talking about your skills, the more confident you'll be in the real deal.
✨Tip Number 4
Apply through our website! We want to see your application come through directly. It shows initiative and gives us a chance to see your enthusiasm for the role. Plus, it’s a great way to ensure your application doesn’t get lost in the shuffle!
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 the Private Client Advisor role. Highlight your relevant experience in financial services and any achievements that demonstrate your ability to drive client retention and sales growth. We love seeing how your background aligns with our goals!
Be Clear and Concise: Keep your application clear and to the point. Use straightforward language and avoid jargon unless it's relevant. We appreciate a well-structured application that makes it easy for us to see your qualifications and fit for the role.
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 shows you’re serious about joining our team at FNB!
How to prepare for a job interview at Spane4all
✨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.
