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Provide exceptional wealth creation and protection strategies to private clients while driving growth in the Vertical Sales Index. Manage the leads pipeline and apply contextual money management principles to enhance client loyalty and retention.
Requirements
Requires a relevant NQF level 7 FSCA approved degree and RE5 Regulatory Compliance Certificates. Candidates must have 3 to 5 years of experience in a financial sales or service environment and be signed off on FAIS categories.
Full job description
Job Description
To provide an exceptional experience to private clients focused on foundational wealth creation, accumulation, and protection strategies. Enhance client engagement and loyalty by applying contextual Money Management principles, driving growth in the Vertical Sales Index (VSI), and fostering long-term client retention and entrenchment.
Hello future Private Advisor
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. Now’s the time to imagine your potential in a team where experts come together and ignite effective change.
Are You Someone Who Can
Deliver exceptional experience and education to Private Clients on basic wealth creation, 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.
RE5 Regulatory Compliance Certificates with relevant COB (Class of Business)
Experience - 3 to 5 years’ experience within a Sales/Service area of a financial environment.
Signed off on FAIS categories
You Will Have Access To
Opportunities to network and collaborate.
Earn basic guaranteed rewards with uncapped earning potential.
Opportunities to innovate.
We Can Be a Match If You Are
Able to build sound relationships based on trust and openness.
Contribute to a culture of service excellence, which builds positive relationships and provides opportunity for feedback and exceptional service.
Curious & courageous - you're driven by always wanting to know more and learn more and you're brave enough to
Obsessed with mastery - you know what it takes to become good at what you do and are constantly pushing yourself to do it.
Ensure growth and increase in customer base by ensuring the management of existing clients, generates new leads and grows active customer account base.
Comply with relevant statutory, legislative, policy and governance requirements as well as set processes and procedures related to area of specialization.
#POST #FNB #LI-EM1
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.
30/11/26
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.
FirstRand Bank India is a licensed financial services provider in India and a fully-fledged branch of FirstRand Bank Limited South Africa. The bank opened its doors for trade in 2009 after being granted a full-scale commercial banking license. Based in Mumbai, FirstRand Bank India is a member of the Indian banking fraternity - offering banking services to its clients active in the Indo-African corridor and within
India across corporate banking, investment banking, fixed income, currency and commodity products, and structured products.
Offices: 101, 103A and First floor 103B First International Financial Centre C-54 and C-55, G Block, Near CBI office Bandra-Kurla complex, Bandra (east), Mumbai, 400051, IN
How many Finance & Accounting jobs are open in Durban, South Africa right now?
There are currently 105 open finance & accounting positions in Durban, South Africa listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Finance & Accounting roles in Durban, South Africa?
Companies currently hiring include Old Mutual South Africa, FirstRand Bank India, Mr Price Group, eThekwini Municipality, Joint Medical Holdings, among others. Browse the listings above to see every active employer.
Are there remote or hybrid Finance & Accounting jobs in Durban, South Africa?
Yes — 11 of the 105 open finance & accounting positions offer remote or hybrid work (8 remote, 3 hybrid).
How do I apply for Finance & Accounting jobs in Durban, South Africa?
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.