Private Client Wealth Advisor | VSI Growth

FirstRand Bank Limited; Rustenburg; On-site; ZAR 350,000 - 520,000; Full time

Benefits offered by this job

Access to networking opportunities

Uncapped earning potential

Job summary

FirstRand Bank Limited is seeking a Private Advisor to deliver exceptional experience to Private Clients RMB on wealth creation and protection. You will educate clients, drive VSI, and entrench relationships by applying Money Management principles.

You will market financial services, manage leads, and ensure compliant, timely outputs while growing the client base and profit for the business. A focus on FAIS compliance is essential.

Qualifications

• Relevant NQF level 7 FSCA approved Degree.
• RE5 Regulatory Compliance Certificates with relevant COB (Class of Business) experience; FAIS categories must be signed off.

Responsibilities

• 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.
• Ensure growth and increase in customer base by managing existing clients, generating new leads and expanding active accounts.

Skills

Sales experience

Customer service

Regulatory knowledge

Education

NQF level 7 FSCA approved Degree

RE5 Regulatory Compliance Certificates

Job description

FirstRand Bank Limited is seeking a Private Advisor to deliver exceptional experience to Private Clients RMB on wealth creation and protection. You will educate clients, drive VSI, and entrench relationships by applying Money Management principles.

You will market financial services, manage leads, and ensure compliant, timely outputs while growing the client base and profit for the business. A focus on FAIS compliance is essential.