Private Client Advisor Rural

firstrand; East London; On-site; ZAR 300,000 - 450,000; Full time

Job summary

A leading financial institution is looking for an experienced Private Client Advisor in East London. The role focuses on delivering exceptional wealth management services and achieving sales targets. Ideal candidates should have a relevant degree and experience in the financial sector, particularly in banking and investment.

Benefits

Networking and collaboration opportunities

Guaranteed rewards with uncapped earning potential

Innovative banking and financial solutions

Qualifications

• Minimum Qualification: Relevant NQF level 7 FSCA approved Degree.
• Experience: 3 to 5 years' experience within a Sales/Service area.
• Strong background in Banking / Investment / Financial Planning.

Responsibilities

• Deliver exceptional experience to clients on wealth creation.
• Increase VSI and drive client retention through Money Management.
• Market financial services solutions and manage leads pipeline.

Skills

Client relationship building

Sales management

Financial planning

Education

NQF level 7 FSCA approved Degree

Certified Financial Planner (CFP)

Job description

Private Client Advisor Rural

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.

Ideal Candidate Profile

• Minimum Qualification: Relevant NQF level 7 FSCA approved Degree.
• RE5 Regulatory Compliance Certificates with relevant COB (Class of Business) - Essential.
• Preferred Qualification: Certified Financial Planner (CFP).
• Experience: 3 to 5 years' experience within a Sales/Service area of a financial environment.
• Strong background in Banking / Investment / Financial Planning / Wealth Management.

Responsibilities

• Deliver exceptional experience and education to Private Clients on wealth creation and accumulation.
• Increase VSI and drive client retention through Money Management principles.
• Market all financial services solutions within the relevant business offering.
• Assist with profit growth by managing the leads pipeline effectively.
• Produce high-quality outputs within deadlines.

Benefits and Opportunities

• Networking and collaboration opportunities.
• Guaranteed rewards with uncapped earning potential.
• Innovate and provide banking and financial solutions across an allocated portfolio.
• Identify fiduciary opportunities and advise on client philanthropy.

Personality and Skills

• Build trust-based relationships.
• Achieve revenue and profit targets by growing the portfolio and providing holistic advice.
• Contribute to a culture of service excellence.

Additional Requirements

Applicants require a credit record check in accordance with the National Credit Act (NCA). All appointments align with the Bank’s Employment Equity plan, supporting the recruitment of individuals with disabilities. Disclosure of disability information is voluntary and confidential.

Application Details

Applications close on 13/07/2025. Please submit your application before this date.

About Us

FNB offers a wide range of banking, insurance, and investment services, recognized globally for excellence. We are committed to changing lives through authentic and sustainable solutions.