Private Client Advisor

Overview

Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us proud of people who make things happen. This role focuses on growing a portfolio, delivering exceptional client experiences, and applying wealth-creation guidance to clients.

Responsibilities

• Proactively grow the balance sheet of an allocated customer.
• Deliver exceptional experience and education to a portfolio of clients on wealth creation.
• Increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principles.
• Conduct digital client reviews within the context of client engagements.
• Consult with subject matter experts on complex products to provide appropriate product advice.
• Execute on opportunities to expand our customer base with creditworthy and potentially profitable customers.
• Provide appropriate b...