Private Client Advisor

FirstRand Bank Limited; Secunda; On-site; ZAR 300,000 - 540,000; Full time

Benefits offered by this job

Guaranteed rewards

Innovative environment

Networking opportunities

Job summary

FirstRand Bank Limited, a leading financial services provider, seeks a Private Advisor to deliver exceptional experience to Private Clients RMB clients on wealth creation and protection strategies, driving VSI and client retention through Money Management principles.

Join a team that values service excellence, uncapped earning potential, and opportunities to collaborate across the bank's Private Clients network. This full-time role is based in Secunda, Mpumalanga, South Africa.

Qualifications

• Must hold NQF level 7 FSCA approved degree.
• RE5 Regulatory Compliance Certificates (COB) with 3–5 years in sales/service in financial environment.
• FAIS categories signed off.

Responsibilities

• 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.
• Ensure growth and increase in customer base by ensuring the management of existing clients, generating 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.

Skills

Relationship-building

Sales experience

Regulatory mindset

Education

NQF level 7 FSCA approved Degree

RE5 Regulatory Compliance Certificate (COB)

Job description

Job Summary

Job Description To 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 principles

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.

Key Responsibilities

• 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.


• Ensure growth and increase in customer base by ensuring the management of existing clients, generating 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.

Ideal Candidate – Qualifications

• 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

• Earn basic guaranteed rewards with uncapped earning potential.


• Opportunities to innovate.


• Access to opportunities to network and collaborate.

Candidate Profile

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.

Employment Equity and Diversity

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.

Closing Date

Applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below. 30/11/26