Private Client Wealth Advisor | High Earning Potential

Fnbnamibia; Johannesburg; On-site; ZAR 420,000 - 640,000; Full time

Benefits offered by this job

Networking opportunities

Uncapped earnings potential

Innovation opportunities

Job summary

FirstRand is seeking a Wealth Advisor for Private Clients in Johannesburg. You will deliver education and guidance on wealth creation and retention for RMB clients, while expanding your client base and increasing the vertical sales index.

You will promote all financial services offerings and help grow profits by managing leads effectively. The role requires 3–5 years in financial sales/service, an NQF Level 7 degree, and RE5 compliance.

Qualifications

• Minimum qualification – Relevant NQF level 7 FSCA approved Degree.
• RE5 Regulatory Compliance Certification with COB (Class of Business) qualification.
• 3 to 5 years’ experience within a Sales/Service area of a financial environment.

Responsibilities

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

Education

Relevant NQF level 7 FSCA approved Degree

Tools

RE5 Regulatory Compliance

Job description

FirstRand is seeking a Wealth Advisor for Private Clients in Johannesburg. You will deliver education and guidance on wealth creation and retention for RMB clients, while expanding your client base and increasing the vertical sales index.

You will promote all financial services offerings and help grow profits by managing leads effectively. The role requires 3–5 years in financial sales/service, an NQF Level 7 degree, and RE5 compliance.