Private Client Advisor: Build Wealth & Loyalty

FirstRand Bank Limited; Sandton; Sur place; ZAR 350 000 - 520 000; Plein temps

Avantages offerts par ce poste

Networking opportunities

Uncapped earning potential

Opportunities to innovate

Résumé du poste

FirstRand Bank Limited is seeking a Private Advisor to deliver exceptional service to private clients, focusing on foundational wealth creation, accumulation, and protection strategies. You will apply Money Management principles to grow VSI, build loyalty, and entrench long‑term client engagement.

The role emphasizes market knowledge, strong relationship-building, and compliance with FAIS standards to manage a diverse client portfolio and drive growth within a trusted financial services

Qualifications

• Minimum qualification: NQF level 7 FSCA approved Degree.
• RE5 Regulatory Compliance Certificate with relevant COB (Class of Business) experience required.
• 3–5 years' experience in a Sales/Service area of a financial environment.

Responsabilités

• Understand and market all financial services solutions within the relevant business offering.
• Assist with profit growth by efficiently managing the leads pipeline.
• Produce consistently high-quality outputs within agreed deadlines.
• Grow and maintain customer base by managing existing clients, generating new leads and expanding active accounts.

Formation

NQF level 7 FSCA approved Degree

RE5 Regulatory Compliance Certificate

Description du poste

FirstRand Bank Limited is seeking a Private Advisor to deliver exceptional service to private clients, focusing on foundational wealth creation, accumulation, and protection strategies. You will apply Money Management principles to grow VSI, build loyalty, and entrench long‑term client engagement.

The role emphasizes market knowledge, strong relationship-building, and compliance with FAIS standards to manage a diverse client portfolio and drive growth within a trusted financial services