Private Advisor

Tech Sales Jobs; Kimberly (WI); On-site; USD 70,000 - 120,000; Full time

Benefits offered by this job

Uncapped earnings potential

Networking opportunities

Professional development

Job summary

FirstRand in Kimberly, WI seeks a Private Advisor Affluent to educate Private Clients and RMB clients on wealth creation and services, while growing the client base through effective relationship management.

You’ll drive client retention, manage leads, and ensure timely, high-quality outputs in a full-time role requiring a relevant degree and verifiable compliance in financial services.

Qualifications

• Minimum qualification: relevant NQF level 7 FSCA approved degree.
• 3–5 years of Sales/Service experience in a financial environment.
• Regulatory compliance with COB and SUB-CATS requirements.

Responsibilities

• Deliver education and guidance to Private Clients and RMB clients on wealth creation.
• Increase client retention and grow the client base through effective lead management.
• Understand and promote all financial services solutions within the offering.
• Support profit growth by managing leads pipeline and timely outputs.
• Produce high-quality outputs within deadlines.

Skills

Client education

Relationship building

Sales experience

Lead management

Education

NQF level 7 degree (FSCA approved)

Job description

Private Advisor Affluent

Location: Kimberly

Time Type: Full time

Job Description

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/Private Clients RMB 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.

You will be an ideal candidate if you:

• Minimum Qualification - Relevant NQF level 7 FSCA approved Degree.
• RE5 Regulatory Compliance Certificates with relevant COB (Class of Business) Meet all requirements on SUB-CATS.
• Experience - 3 to 5 years' experience within a Sales/Service area of a financial environment.

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:

• Signed off for supervision of all your SUB-CATS
• Able to build sound relationships based on trust and openness.
• 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.

In accordance with National Credit Act (NCA) candidates applying for this role will require a credit record check. You must not be an unrehabilitated insolvent.

If your track record in wealth management precedes you and you meet the above requirements, we would like to have a conversation with you.

All suitably qualified candidates will be considered. Appointments will be made in line with the Bank's Employment Equity Strategy. FirstRand actively supports the recruitment and advancement of individuals with disabilities. We recommend that candidates be encouraged to declare their disability and consult the Bank should they require reasonable accommodation.

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.

04/10/26

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.