Private Client Advisor

FirstRand Bank India; Pretoria; On-site; ZAR 300,000 - 480,000; Full time

Job summary

FNB seeks a Private Clients sales professional focused on foundational wealth creation, accumulation, and protection strategies. You will enhance client engagement and loyalty through Money Management principles, driving growth in VSI and long-term client retention.

You will build sound relationships based on trust, market financial services solutions, manage leads pipeline, and contribute to profit growth by delivering consistent, high-quality outputs within deadlines.

Qualifications

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

Responsibilities

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

Skills

Relationship building

Customer service excellence

Lead generation

Target-driven

Education

Relevant NQF level 7 FSCA approved Degree

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.

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)
• 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:

• 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 be self‑driven to achieve your targets and set goals.
• Obsessed with mastery - you know what it takes to become good at what you do and are consistent with self‑motivation.
• 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.

#LI-NK3

#POST

#FNB

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.

06/09/26

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.