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- Deliver exceptional experience and education to Private Clients on basic wealth creation and 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.
- Minimum required essential experience - 18 months experience within a Sales/Service area in financial Services environment as a Banker.
- Minimum Qualification - Relevant NQF level 7 FSCA approved Degree.
- RE5 Regulatory Compliance Certificates with relevant COB (Class of Business) would be an advantage.
- Strong background in Banking / Investment / Financial Planning / Wealth Management.
- 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.
Private Advisor - Pietermaritzburg - RMB Nigeria Limited

RMB Nigeria Limited Pietermaritzburg
2 weeks ago

Description
About Private Banker Academy Opportunity
FNB Private Banking & Advisory presents a remarkable opportunity to external applicants who are keen to join our Private Banker Academy.
Successful candidates will undergo a 3-month training program across all regions in South Africa. This immersive experience will prepare you to excel as a Private Advisor, serving our esteemed Private Banking Advisory Clients.
Upon completion, you will join our business permanently, contributing to our talent pipeline pool.