Affluent Private Advisor - Wealth Growth & Service

Firstrand Group; South Africa; In loco; ZAR 420.000 - 660.000; Tempo pieno

Descrizione del lavoro

Firstrand Group’s FNB business seeks a Private Advisor to deliver wealth creation, accumulation and protection guidance to Private Clients and RMB clients.

You will market the full range of financial services, manage leads, build trusting relationships, and support VSI growth while meeting deadlines.

The role requires 3–5 years in financial sales, an NQF 7 FSCA degree, RE5 and FAIS compliance, with a commitment to service excellence.

Competenze

• Minimum Qualification - Relevant NQF level 7 FSCA approved Degree.
• RE5 Regulatory Compliance Certificate 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.

Mansioni

• Deliver exceptional experience and education to Private Clients on basic wealth creation, accumulation, and protection tactics.
• Increase VSI and drive client retention and entrenchment through Money Management principles.
• Understand and market all financial services solutions within the relevant business offering.
• Assist with profit growth through effective management of the leads pipeline.

Conoscenze

Sales experience

Client relationship

Formazione

NQF level 7 FSCA approved Degree

RE5 Regulatory Compliance Certificate with relevant COB (Class of Business)

Descrizione del lavoro

Firstrand Group’s FNB business seeks a Private Advisor to deliver wealth creation, accumulation and protection guidance to Private Clients and RMB clients.

You will market the full range of financial services, manage leads, build trusting relationships, and support VSI growth while meeting deadlines.

The role requires 3–5 years in financial sales, an NQF 7 FSCA degree, RE5 and FAIS compliance, with a commitment to service excellence.