Private Client Advisor: Uncapped Earnings & Wealth Growth

FirstRand Limited; Bellville; On-site; ZAR 380,000 - 590,000; Full time

Benefits offered by this job

Networking opportunities

Uncapped earning potential

Professional development activities

Job summary

FirstRand Limited, issuing through FNB, is seeking a Private Client Advisor in Bellville. The role targets proactive growth of the client balance sheet, exceptional client education on wealth creation, and strengthening retention through Money Management principles.

Ideal candidates will have an NQF level 7 degree with RE5 COB, and 3–5 years’ sales/service experience in financial services. Networking, uncapped earning potential, and development activities are offered.

Qualifications

• Minimum qualification: NQF level 7 FSCA approved degree.
• RE5 regulatory compliance certificate (COB).
• 3–5 years’ experience in a sales/service area of a financial environment.

Responsibilities

• Grow the balance sheet for an allocated client base.
• Deliver wealth creation education to portfolio of clients.
• Increase VSI and drive client retention and entrenchment.
• Consult with SMEs on complex products to provide appropriate product advice.
• Provide banking and financial solutions across an allocated portfolio.

Skills

Relationship building

Client education

Sales experience

Customer service

Financial advisory

Education

NQF level 7 FSCA approved Degree

RE5 Regulatory Compliance Certificate (COB)

Job description

FirstRand Limited, issuing through FNB, is seeking a Private Client Advisor in Bellville. The role targets proactive growth of the client balance sheet, exceptional client education on wealth creation, and strengthening retention through Money Management principles.

Ideal candidates will have an NQF level 7 degree with RE5 COB, and 3–5 years’ sales/service experience in financial services. Networking, uncapped earning potential, and development activities are offered.