Private Client Advisor

Fnbnamibia; Johannesburg; On-site; ZAR 420,000 - 640,000; Full time

Benefits offered by this job

Networking opportunities

Uncapped earnings potential

Innovation opportunities

Job summary

FirstRand is seeking a Wealth Advisor for Private Clients in Johannesburg. You will deliver education and guidance on wealth creation and retention for RMB clients, while expanding your client base and increasing the vertical sales index.

You will promote all financial services offerings and help grow profits by managing leads effectively. The role requires 3–5 years in financial sales/service, an NQF Level 7 degree, and RE5 compliance.

Qualifications

• Minimum qualification – Relevant NQF level 7 FSCA approved Degree.
• RE5 Regulatory Compliance Certification with COB (Class of Business) qualification.
• 3 to 5 years’ experience within a Sales/Service area of a financial environment.

Responsibilities

• Deliver exceptional experience and education to Private Clients and RMB clients on wealth creation and accumulation.
• Increase 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.

Education

Relevant NQF level 7 FSCA approved Degree

Tools

RE5 Regulatory Compliance

Job description

Role Responsibilities

• Deliver exceptional experience and education to Private Clients/Private Clients RMB 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.

Candidate Profile

• Minimum Qualification – Relevant NQF level 7 FSCA approved Degree.
• RE5 Regulatory Compliance Certificates with relevant COB (Class of Business) Meet all requirements on SUB-CATS.
• Experience – 3 to 5 years’ experience within a Sales/Service area of a financial environment.

Benefits and Opportunities

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

Additional Requirements

• Signed off for supervision of all your SUB-CATS.
• Able to build sound relationships based on trust and openness.
• 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.

Equal Opportunities and Employment Equity

All suitably qualified candidates will be considered. Appointments will be made in line with the Bank's Employment Equity Strategy. FirstRand actively supports the recruitment and advancement of individuals with disabilities. We recommend that candidates be encouraged to declare their disability and consult the Bank should they require reasonable accommodation. In accordance with National Credit Act (NCA) candidates applying for this role will require a credit record check. You must not be an unrehabilitated insolvent. All appointments will be made in line with FirstRand Group’s Employment Equity plan. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.

Closing Date

Important Closing Date Note Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below. 12/09/26

Company Overview

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.

If your track record in wealth management precedes you and you meet the above requirements, we would like to have a conversation with you.

Are you interested to take the step? We look forward to engaging with you further.