Private Clients Advisor

Firstrand

Deliver exceptional client experience
Increase vertical sales index
Effective management of leads pipeline
FNB is dedicated to delivering exceptional experiences to Private Clients

Job Summary

  • FNB is dedicated to delivering exceptional experiences to Private Clients.
  • The role involves driving client retention and managing leads effectively.
  • Opportunities for networking and collaboration are available.

Matching Summary

FNB is dedicated to delivering exceptional experiences to Private Clients.

Skills & Requirements

Must-have

  • Deliver exceptional client experience
  • Increase vertical sales index
  • Effective management of leads pipeline

Nice-to-have

  • Build sound relationships
  • Ensure growth in customer base
  • Comply with governance requirements

Key Requirements

  • Relevant NQF level 7 FSCA approved Degree
  • 3 to 5 years’ experience in financial sales/service
  • RE5 Regulatory Compliance Certificates

Work Rights

Not specified

Tailored Resume

Cover Letter