Private Client Advisor

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

Job summary

A prominent financial institution is seeking a Private Advisor in Secunda to enhance client relationships and drive sales through effective financial solutions. The ideal candidate will possess an NQF level 7 FSCA approved Degree, alongside 3 to 5 years of sales/service experience. This role demands strong client retention strategies and the ability to market and understand diverse financial services. Join a team that values innovative thinking and client-centric service.

Benefits

Opportunities to network and collaborate

Guaranteed rewards with uncapped earning potential

Opportunities to innovate

Qualifications

• 3 to 5 years’ experience within a Sales/Service area of a financial environment.
• RE5 Regulatory Compliance Certificates with relevant COB.
• Signed off on FAIS categories.

Responsibilities

• Deliver exceptional experience and education to Private Clients.
• Increase vertical sales index and drive client retention.
• Market all financial service solutions.

Skills

Relationship Building

Client Retention

Sales Strategy

Financial Services Knowledge

Education

Relevant NQF level 7 FSCA approved Degree

Job description

Job DescriptionTo deliver exceptional experience and education to Private Clients/Private Clients RMB clients on basic wealth creation, accumulation, and overall protection tactics to increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principlesHello 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 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.
• Signed off on FAIS categories

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
• 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, 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.

#POST #FNB #LI-EM1

We look forward to engaging with you further. Apply now! Thank you for your interest in joining our talent community. Please note that this advertisement is not for an active vacancy, and as such you will not receive a decline notice or status update immediately. We are currently gathering applications to build a talent pool for future opportunities. By submitting your application, you will be considered for similar roles that may become available. We appreciate your interest and look forward to potentially working with you in the futureJob DetailsTake note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below30/11/26All 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.