Banking Advisor Private Client

Job description

Job Description Lead, inspire and grow a high-performing team, while shaping the future of financial outcomes, for one of South Africa’s largest and most Innovative Financial Services Companies. If you are strategic, client-centric and a proven leader, ready to add value to Independent Financial Advisors, exceed targets and make meaningful change, this is your next career move. Hello Future Regional Manager, - Kwazulu-Natal Based 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. As part of our team , you will be surrounded by unique talents, diverse minds, and an adaptable environment that lives up to the promise of staying curious. Now’s the time to imagine your potential in a team where experts come together and ignite effective change. Are you someone who can: Leverage and manage existing Independent Financial Advisory relationships Establish and onboard new Independent Financial Advisor relationships Achieve Invest, Insure and other business sales targets. Build and manage a dynamic team of Business Management and Servicing Consultants. Provide insight into internal product requirements. Keep abreast of the competitor landscape. Deliver exceptional service that exceeds customers' expectations through proactive, innovative and appropriate service and solutions to the Independent Financial Advisor. Maximize Business Portfolio and cross sell opportunities and strengthen client relationships. Translate sales strategies into actionable goals and execute relevant projects / initiatives aligned to strategic objectives with specific performance measures and controls to track progress. Comply with governance in terms of legislative and audit requirements. Monitor costs, benefits per channel. You will be an ideal candidate if you have: A relevant degree in commerce or a related field. National certificate in Certified Financial Planning (CFP). Client centric with an entrepreneurial flair. Have a proven sales and management track record. The ability to build enduring client relationships. The ability to build, manage and motivate a team of Business and Servicing Consultants. The relevant Class of Business training Experience in and working with Group Risk, Individual Life and Investment products. At least 10 years’ experience in the financial services industry. Have good attention to detail. Are curious, innovative, passionate, and willing to learn. Have an RE5 Willing to travel locally. You will have access to: Opportunities to network and collaborate A challenging working environment that is progressive and agile Opportunities to innovate where initiative is taken and owned end to end We can be a match if you are: Adaptable and curious Analyze complex data sets Thrive in a collaborative environment Apply now if you are interested in taking the next step. We look forward to engaging with you! 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 #post #fnb #LI-AW1 Important Closing Date Note Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below. 19/06/26 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.