Private Advisor Wealth

Firstrand Bank India; eMalahleni; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A prominent financial institution seeks to deliver exceptional experiences to Private Wealth clients in eMalahleni, Mpumalanga. The successful candidate will enhance client retention through effective Money Management principles and drive the Vertical Sales Index while ensuring compliance with all statutory requirements. Candidates should hold a relevant NQF level 7 degree and have 3 to 5 years of experience in a financial service environment. This role offers opportunities for growth and uncapped earning potential.

Benefits

Opportunities to network and collaborate

Basic guaranteed rewards with uncapped earning potential

Opportunities to innovate

Qualifications

• 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 basic wealth creation and accumulation.
• Increase the Vertical Sales Index (VSI) and drive client retention and entrenchment.
• Market all financial services solutions within the relevant business offering.
• Assist with profit growth by managing the lead pipeline.
• Ensure compliance with statutory requirements and implement related processes.

Education

Relevant NQF level 7 FSCA approved Degree

RE5 Regulatory Compliance Certificates

Job description

Overview

Job Description: To deliver exceptional experience and education to Private Wealth clients on basic wealth creation, accumulation and overall protection tactics to increase the Vertical Sales Index (VSI) and drive client retention and entrenchment through the application of contextual Money Management principles. Welcome to FNB, the home of the #changeables. We design for shapeshifters and deliver products and services that make us incredibly proud of the people who make it happen. Now’s the time to imagine your potential in a team where experts come together and ignite effective change.

Responsibilities

• Deliver exceptional experience and education to Private Clients on basic wealth creation and accumulation.
• Increase the Vertical Sales Index (VSI) and drive client retention and entrenchment using contextual Money Management principles.
• Understand and market all financial services solutions within the relevant business offering.
• Assist with profit growth for the business by ensuring effective management of the lead pipeline.
• Produce consistently high‑quality outputs within agreed deadlines.
• Ensure compliance with all statutory, legislative, policy and governance requirements, and implement related processes and procedures.
• Ensure growth and increase in the customer base by managing existing clients, generating new leads, and growing the active customer account base.

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.

Personal Attributes

• Curious & courageous – driven by a desire to learn more and brave enough to act on that curiosity.
• Obsessed with mastery – know what it takes to become good at what you do and constantly push yourself to improve.
• Build trust‑based relationships and contribute to a culture of service excellence.

Benefits & Opportunities

• Opportunities to network and collaborate.
• Earn basic guaranteed rewards with uncapped earning potential.
• Opportunities to innovate.

Equal Employment Opportunity Statement

The Bank supports the recruitment and advancement of individuals with disabilities. Candidates may voluntarily disclose disability information. The Bank will keep this information confidential unless required by law to disclose it to other parties.