Private Client Advisor - Grow Wealth & Uncapped Earnings

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

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.