Private Client Advisor: Grow Wealth & Retain Clients

FirstRand Limited; Mbombela (Nelspruit); On-site; ZAR 419,000 - 501,000; Full time

Benefits offered by this job

Networking opportunities

Guaranteed rewards

Uncapped earning potential

Job summary

FirstRand Limited in Nelspruit/Mbombela is seeking a Private Client Advisor to deliver exceptional guidance on wealth creation, accumulation, and risk protection to RMB clients. You will build trusted relationships, expand the client base, and manage the leads pipeline to drive vertical sales index (VSI) and client entrenchment.

You will market full financial services solutions, ensure regulatory compliance (FAIS/ COB), and collaborate with colleagues to achieve service excellence and

Qualifications

• Relevant NQF level 7 FSCA approved degree.
• RE5 regulatory compliance certificates with COB (Class of Business).
• 3–5 years’ experience in a Sales/Service area of a financial environment.

Responsibilities

• Deliver exceptional experience and education to Private Clients on wealth creation, accumulation and protection.
• Market all financial services solutions within the relevant business offering.
• Assist with profit growth through ensures effective management of the leads pipeline.
• Produce consistently high-quality outputs within agreed deadlines.

Skills

Sales experience

Financial services

Client service

FAIS knowledge

Education

NQF level 7 FSCA approved degree

Job description

FirstRand Limited in Nelspruit/Mbombela is seeking a Private Client Advisor to deliver exceptional guidance on wealth creation, accumulation, and risk protection to RMB clients. You will build trusted relationships, expand the client base, and manage the leads pipeline to drive vertical sales index (VSI) and client entrenchment.

You will market full financial services solutions, ensure regulatory compliance (FAIS/ COB), and collaborate with colleagues to achieve service excellence and