Private Client Advisor Rural

Firstrand Bank Limited; East London; On-site; ZAR 300,000 - 800,000; Full time

Job summary

A leading bank in East London seeks a Private Client Advisor to enhance customer experiences in wealth management and financial solutions. The ideal candidate will possess a strong financial background, relevant qualifications, and a track record in driving sales growth. This role offers exceptional earning potential and opportunities for professional growth while contributing to client satisfaction and organizational success.

Benefits

Guaranteed basic rewards

Uncapped earning potential

Networking opportunities

Opportunities for innovation

Professional collaboration

Qualifications

• 3-5 years' experience in Sales/Service within a financial environment.
• Strong background in Banking, Investment, Financial Planning, or Wealth Management.

Responsibilities

• Deliver education to Private Clients on wealth creation and accumulation.
• Increase client retention using Money Management principles.
• Market financial services and manage leads pipeline effectively.

Skills

Customer Relationship Management

Sales Techniques

Financial Advisory

Education

NQF level 7 FSCA approved Degree

RE5 Regulatory Compliance Certificate

Certified Financial Planner (CFP)

Job description

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.

Welcome to FNB, the home of the #changeables.

We design for the shapeshifters and deliver products and services that make us incredibly proud of the people who make it happen. Now's the time to imagine your potential in a team where experts come together and ignite effective change.

Goal: Improvement of customers' lives through simple, effective solutions that meet their needs.

Key Responsibilities:

• Deliver exceptional experience and education to Private Clients on basic wealth creation and accumulation.
• Increase VSI and drive client retention and entrenchment using contextual Money Management principles.
• Understand and 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.

Ideal Candidate:

• Relevant NQF level 7 FSCA approved Degree.
• RE5 Regulatory Compliance Certificates with relevant COB.
• Certified Financial Planner (CFP) preferred.
• 3-5 years' experience in Sales/Service within a financial environment.
• Strong background in Banking, Investment, Financial Planning, or Wealth Management.

Additional Benefits:

• Networking and collaboration opportunities.
• Guaranteed basic rewards with uncapped earning potential.
• Opportunity to innovate and provide banking and financial solutions.
• Identify fiduciary opportunities and advise on philanthropy.

We Can Be a Match If You:

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

Additional Requirements: In accordance with the National Credit Act, candidates will require a credit record check.

Applications will not be accepted after 13/07/2025. All appointments will align with the FirstRand Group's Employment Equity plan.

The Bank supports the recruitment and advancement of individuals with disabilities. Candidates may disclose disability information voluntarily, which will be kept confidential unless legally required to disclose.

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Private Client Advisor Rural • East London, Eastern Cape