Elite Private Wealth Advisor for Affluent Clients

FirstRand Bank India; Bela-Bela; Sur place; ZAR 350 000 - 550 000; Plein temps

Avantages offerts par ce poste

Uncapped earnings potential

Networking opportunities

Innovation opportunities

Résumé du poste

FirstRand Bank India is seeking a Private Advisor to deliver exceptional experience and education to Private Clients RMB on wealth creation, accumulation, and protection strategies. The goal is to increase vertical sales index (VSI) and strengthen client retention through contextual Money Management.

You will market all financial services solutions, assist with profit growth via lead management, and produce consistently high-quality outputs within deadlines.

Qualifications

• Minimum qualification: Relevant NQF level 7 FSCA approved degree.
• RE5 regulatory certificates with relevant COB (Class of Business).
• 3–5 years' experience in a Sales/Service area within financial services.
• Signed off on FAIS categories.

Responsabilités

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

Connaissances

Client relationships

Sales experience

Service orientation

Formation

Relevant NQF level 7 degree

Description du poste

FirstRand Bank India is seeking a Private Advisor to deliver exceptional experience and education to Private Clients RMB on wealth creation, accumulation, and protection strategies. The goal is to increase vertical sales index (VSI) and strengthen client retention through contextual Money Management.

You will market all financial services solutions, assist with profit growth via lead management, and produce consistently high-quality outputs within deadlines.