Private Advisor Affluent

Ashburton Investments; South Africa; On-site; ZAR 350,000 - 550,000; Full time

Benefits offered by this job

Uncapped earning potential

Networking opportunities

Career growth opportunities

Job summary

Ashburton Investments seeks a Private Advisor to deliver exceptional experience and education to Private Clients and RMB clients on wealth creation, accumulation, and protection strategies. You will aim to increase VSI and enhance client retention through Money Management principles and contextual guidance.

The ideal candidate holds an FSCA-approved Degree (NQF 7), RE5, and 3–5 years in a Sales/Service financial environment with FAIS approvals.

Qualifications

• Relevant NQF level 7 FSCA approved Degree.
• RE5 Regulatory Compliance Certificates with relevant Class of Business.
• 3 to 5 years’ experience within a Sales/Service area of a financial environment.
• Signed off on FAIS categories.

Responsibilities

• Deliver exceptional experience and education to Private Clients on wealth creation and protection tactics.
• Market all financial services solutions within the relevant business offering.
• Assist with profit growth by ensuring effective management of the leads pipeline.
• Grow active customer base and drive client retention and entrenchment.

Skills

Relationship building

Sales experience

Customer service

Education

FSCA approved Degree (NQF 7)

Job description

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 Hello future Private Advisor 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 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) Experience - 3 to 5 years’ experience within a Sales/Service area of a financial environment. Signed off on FAIS categories.

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 Able to build sound relationships based on trust and openness. Contribute to a culture of service excellence, which builds positive relationships and provides opportunity for feedback and exceptional service. Curious & courageous - you're driven by always wanting to know more and learn more and you're brave enough to Obsessed with mastery - you know what it takes to become good at what you do and are constantly pushing yourself to do it.

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.

Application Closing Date 20/09/26 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. FirstRand provides a comprehensive range of financial services in South Africa and certain markets in broader Africa. The group also offers certain niche products and services in the UK and India. Listed on the Johannesburg Stock Exchange (JSE) and the Namibian Stock Exchange (NSX), FirstRand Limited is the largest financial institution by market capitalisation in Africa. The group follows a multi-branding approach. Its portfolio of financial services businesses includes FNB, RMB, WesBank, Ashburton Investments, Aldermore, MotoNovo and DirectAxis. Many are leaders in their respective segments and markets, offering transactional, lending, investment and insurance products and services. The FirstRand Corporate Centre houses many of the critical functions required by a large and complex financial services group. The group's track record of delivering superior returns to shareholders has been achieved through a combination of organic growth, acquisitions, innovation and the creation of completely new businesses. The group’s purpose of delivering Shared Prosperity provides many opportunities for employees to innovate to address social and environmental challenges in our markets. All of our businesses have successful Volunteering programmes which also allow employees to adopt and support causes close to their hearts.