Private Client Advisor

FirstRand; eMalahleni; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading South African financial institution is seeking a professional to deliver an exceptional experience to private clients. The role focuses on wealth creation and retention through innovative client engagement strategies. Applicants should possess a relevant NQF level 7 degree and have 3-5 years of experience in a financial sales environment. This position promises a chance for significant growth and uncapped earning potential. Apply now!

Benefits

Networking opportunities

Guaranteed rewards with uncapped potential

Opportunities to innovate

Qualifications

• Minimum 3-5 years in a sales/service area within a financial environment.
• Signed off on FAIS categories.

Responsibilities

• Deliver exceptional experience to Private Clients on wealth creation strategies.
• Increase vertical sales index (VSI) and drive client retention.
• Understand and market all financial services solutions.
• Assist with profit growth through effective management of leads.

Skills

Client engagement

Wealth management

Sales experience

Regulatory compliance

Education

Relevant NQF level 7 FSCA approved Degree

RE5 Regulatory Compliance Certificates

Job description

Job Description

To provide an exceptional experience to private clients focused on foundational wealth creation, accumulation, and protection strategies. Enhance client engagement and loyalty by applying contextual Money Management principles, driving growth in the Vertical Sales Index (VSI), and fostering long‑term client retention and entrenchment.

Responsibilities

• 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.

Ideal Candidate

• 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.

Benefits

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

Candidate Profile

• 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.
• 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, generating new leads and growing the active customer account base.
• Comply with relevant statutory, legislative, policy and governance requirements as well as set processes and procedures related to your area of specialization.

We look forward to engaging with you further. Apply now!

Job Details

Application Deadline: 24/01/26

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 fulfil 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.