Private Client Advisor

FirstRand Bank India; Johannesburg; On-site; ZAR 480,000 - 860,000; Full time

Job summary

FirstRand Bank India is seeking a Private Advisor to guide Private Clients in wealth creation and asset growth. You will educate clients on financial solutions, grow the client base and support profit growth through effective lead management.

You will need an NQF level 7 FSCA-approved degree, RE5 compliance for SUB-CATS, and 3–5 years in financial services sales. Build relationships based on trust and deliver high-quality outputs within deadlines.

Qualifications

• Minimum qualification is an NQF level 7 FSCA approved degree.
• RE5 regulatory compliance certificates with relevant Class of Business for SUB-CATS.
• 3–5 years’ experience in a Sales/Service area within a financial environment.

Responsibilities

• Deliver exceptional experience and education to Private Clients/Private Clients RMB on basic wealth creation and accumulation.
• Increase vertical sales index (VSI) and drive client retention using Money Management principles.
• Market all financial services solutions within the relevant business offering.
• Assist with profit growth by managing the leads pipeline effectively.
• Produce consistently high-quality outputs within agreed deadlines.

Education

NQF level 7 FSCA approved degree

Job description

Job Description

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/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.

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) Meet all requirements on SUB-CATS.
• Experience - 3 to 5 years’ experience within a Sales/Service area of a financial environment.

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:

• 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.

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

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 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.

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

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.