Private Client Advisor: Build Wealth & Grow Relationships

Fnbnamibia; Durban; On-site; ZAR 420,000 - 650,000; Full time

Benefits offered by this job

Uncapped earning potential

Networking opportunities

Opportunities to innovate

Job summary

FirstRand invites applications for a Private Advisor to deliver exceptional service to private clients, focusing on wealth creation, accumulation, and protection strategies. You will enhance client engagement and retention using Money Management principles and contribute to VSI growth while responsibly managing leads and opportunities.

The role emphasizes FAIS compliance, COB experience, and a track record in a financial sales/service environment.

Qualifications

• NQF level 7 FSCA approved Degree is required.
• 3–5 years' experience in a Sales/Service area within a financial environment.
• Signed off on FAIS categories.

Responsibilities

• Provide exceptional experience to private clients focused on foundational wealth creation and protection strategies.
• Enhance client engagement and loyalty by applying Money Management principles, driving VSI growth and retention.
• Market all financial services solutions within the relevant business offering and manage leads pipeline to support profit growth.

Education

NQF level 7 FSCA approved Degree

Job description

FirstRand invites applications for a Private Advisor to deliver exceptional service to private clients, focusing on wealth creation, accumulation, and protection strategies. You will enhance client engagement and retention using Money Management principles and contribute to VSI growth while responsibly managing leads and opportunities.

The role emphasizes FAIS compliance, COB experience, and a track record in a financial sales/service environment.