Private Client Advisor: Uncapped Earnings Potential

RMB; Johannesburg; On-site; ZAR 480,000 - 600,000; Full time

Job summary

FirstRand invites you to join the Private Advisor team supporting RMB Private Clients. The role focuses on delivering wealth education and exceptional client experiences while leveraging Money Management principles to grow client relationships.

Ideal candidates have a relevant NQF7 FSCA degree, RE5 compliance certification, and 3–5 years in sales/service within financial services. Growth opportunities and compliance with governance are emphasized.

Qualifications

• Must hold a relevant NQF level 7 FSCA approved degree.
• RE5 regulatory compliance certificate 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 and accumulation.
• Increase VSI and drive client retention through 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 consistently high-quality outputs within agreed deadlines.

Skills

Sales experience

Relationship skills

Regulatory knowledge

Education

NQF7 FSCA degree

RE5 Compliance Certificate

Job description

FirstRand invites you to join the Private Advisor team supporting RMB Private Clients. The role focuses on delivering wealth education and exceptional client experiences while leveraging Money Management principles to grow client relationships.

Ideal candidates have a relevant NQF7 FSCA degree, RE5 compliance certification, and 3–5 years in sales/service within financial services. Growth opportunities and compliance with governance are emphasized.