Private Client Advisor Rural

FirstRand Namibia Limited; London; On-site; GBP 35,000 - 55,000; Full time

Job summary

A leading financial services company is seeking a Private Client Advisor Rural to provide exceptional education and wealth management solutions to clients. The ideal candidate will possess strong relationship-building skills and relevant financial qualifications, aiming to enhance client retention and drive sales in a competitive market.

Benefits

Networking and collaboration opportunities

Guaranteed rewards with uncapped earning potential

Opportunities to innovate and provide advice across portfolios

Qualifications

• 3-5 years' experience in Sales/Service within a financial environment.
• Strong background in Banking, Investment, Financial Planning, or Wealth Management.

Responsibilities

• Deliver exceptional experience and education to Private Clients on wealth creation.
• Assist with profit growth by managing the leads pipeline effectively.
• Market all financial services solutions to clients.

Skills

Relationship Building

Sales Ability

Financial Education

Education

NQF level 7 FSCA approved Degree

RE5 Regulatory Compliance Certificates

Certified Financial Planner (CFP)

Job description

Private Client Advisor Rural

Job Description

To deliver exceptional experience and education to Private Clients/Private Clients RMB 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.

Responsibilities

• Deliver exceptional experience and education to Private Clients on wealth creation and accumulation.
• Increase VSI and drive client retention using Money Management principles.
• Market all financial services solutions within the relevant business offering.
• Assist with profit growth by managing the leads pipeline effectively.
• Produce high-quality outputs within deadlines.

Candidate Requirements

• Relevant NQF level 7 FSCA approved Degree.
• RE5 Regulatory Compliance Certificates with relevant COB.
• Preferred: Certified Financial Planner (CFP).
• 3-5 years' experience in Sales/Service within a financial environment.
• Strong background in Banking, Investment, Financial Planning, or Wealth Management.

Benefits

• Networking and collaboration opportunities.
• Guaranteed rewards with uncapped earning potential.
• Opportunities to innovate and advise across portfolios.
• Identify fiduciary opportunities and advise on philanthropy.

Ideal Candidate Traits

• Builds relationships based on trust and openness.
• Achieves revenue and profit targets by growing portfolios and providing holistic advice.
• Contributes to a culture of service excellence.

Additional Requirements

Credit record check in accordance with the National Credit Act (NCA).

Support for employment equity and disability inclusion. Disclosure of disability is voluntary and confidential.

Application Details

Deadline: 29/06/2025

Applications submitted after this date will not be accepted.

About Us

FNB offers a range of banking, insurance, and investment solutions, recognized globally for its brand strength and innovation. We are committed to changing lives through authentic and sustainable solutions.