Private Clients Advisor

FNB

Location: London, United Kingdom

Category: Finance

Salary: 35,000 - 60,000 GBP / yearly

Full-time

Job Description

Deliver exceptional experience and education to Private Clients on wealth creation, accumulation, and protection. Increase vertical sales index (VSI) and drive client retention through Money Management principles.

Responsibilities

Deliver exceptional experience and education to Private Clients on wealth creation, accumulation
Market all financial services solutions within the relevant business offering
Assist with profit growth by managing the leads pipeline effectively

Qualifications

Relevant NQF level 7 FSCA approved Degree
RE5 Regulatory Compliance Certificates with relevant COB
3 to 5 years' experience in a financial environment

Perks & Benefits

Opportunities to network and collaborate, basic guaranteed rewards with uncapped earning potential, innovate and provide banking and financial solutions, access to Local and Offshore fiduciary opportunities

Why Join Us?

Join a team where experts come together to make effective change, improve customer lives through simple solutions, and be part of a culture of service excellence