Job Description

Job Description To deliver exceptional experience and education to 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. 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.