Private Clients Advisor
Financial Services, Banking
Minimum Requirements
- Achieve revenue and profit targets by growing portfolio base, providing independent holistic advice and solutions that ensure revenue and profit growth.
- Identify and utilize opportunities for revenue growth to deliver on sales targets.
- Provide appropriate banking and financial solutions across an allocated portfolio of clients.
- Identify Local and Offshore fiduciary opportunities and advise on client philanthropy.
- Ensure compliance with legislative and audit requirements and adherence to relevant processes.
- Build working relationships across teams and functional lines to enhance work delivery, collaboration, and innovation.
- Develop, encourage and nurture collaborative relationships within FNB and/or across the First Rand Group (FRG).
- Conduct client reviews within the context of client engagements and market all financial services solutions within the relevant business offering.
- Participate in planned activities that are appropriate for own development.
- Deliver customer experience excellence in own service delivery aligned to Organizational values and service standards.
- Deliver internal and external customer service excellence through adherence to quality service standards.
- Prevent wastage and identify process improvements to contain and reduce costs.
Responsibilities
- We design shapeshifters and deliver products and services that make us incredibly proud of people that make it happen.
- Identify and utilize opportunities for revenue growth to deliver on sales targets.
- Identify Local and Offshore fiduciary opportunities and advise on client philanthropy.
- Deliver customer experience excellence in own service delivery aligned to Organizational values and service standards.
- Deliver internal and external customer service excellence through adherence to quality service standards.
- Prevent wastage and identify process improvements to contain and reduce costs.
