Private Wealth Advisor

Overview

To deliver exceptional experience and education to FNB Private Wealth 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.

Responsibilities

• Provide appropriate banking and financial solutions across an allocated portfolio of clients
• Conduct client reviews within the context of client engagements and market all financial services solutions within the relevant business offering
• Identify Local and Offshore fiduciary opportunities and advise on client philanthropy
• Identify and utilise opportunities for revenue growth to deliver on sales targets
• Achieve revenue and profit targets by growing portfolio base, providing independent holistic advice and solutions that ensure revenue and profit growth
• Develop, encourage and nurture collaborative rela...