Private Clients Advisor

FirstRand Bank; Cape Town; On-site; ZAR 350,000 - 550,000; Full time

Benefits offered by this job

Opportunities to network and build a**

Uncapped earning potential

Development opportunities

Job summary

FirstRand Bank invites you to join a sales-focused role where you proactively grow the balance sheet of an allocated customer portfolio, deliver education on wealth creation, and provide banking solutions across your clients.

You will engage SMEs, conduct digital reviews, expand your customer base, and contribute to service excellence while building trusted relationships and meeting regulatory requirements.

Qualifications

• Minimum Qualification - Relevant NQF level 7 FSCA approved Degree.
• RE5 Regulatory Compliance Certificates with relevant COB (Class of Business)
• Experience - 3 to 5 years' experience within a Sales/Service area of a financial environment.

Responsibilities

• Provide appropriate banking and financial solutions across an allocated portfolio of clients.
• Conduct digital client reviews within the context of client engagements.
• Consult with SMEs on complex products to provide suitable advisory.
• Execute on opportunities to expand our customer base with creditworthy and potentially profitable customers.
• Grow active customer accounts and manage existing relationships.

Skills

Relationship building

Sales experience

Client education

Education

Relevant FSCA approved Degree (NQF level 7)

Job description

Job Description

Welcome to FNB, the home of the #changeables.

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

Are you someone who can:

• Proactively grow the balance sheet of an allocated customer, deliver exceptional experience and education to portfolio of clients on wealth creation?
• Deliver exceptional experience and education to portfolio of clients on wealth creation?
• Increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principles?

You will be an ideal candidate if you:

• Minimum Qualification - Relevant NQF level 7 FSCA approved Degree.
• RE5 Regulatory Compliance Certificates with relevant COB (Class of Business)
• Experience - 3 to 5 years' experience within a Sales/Service area of a financial environment.

You will have access to:

• Opportunities to network and collaborate.
• Earn basic guaranteed rewards with uncapped earning potential.
• Participate in planned activities that are appropriate for own development.

You will be an ideal candidate if you:

• Minimum Qualification - Relevant NQF level 7 FSCA approved Degree.
• RE5 Regulatory Compliance Certificates with relevant COB (Class of Business)
• Experience - 3 to 5 years' experience within a Sales/Service area of a financial environment.

We can be a match if you are:

• Able to build sound relationships based on trust and openness.
• Contribute to a culture of service excellence, which builds positive relationships and provides opportunity for feedback and exceptional service.
• Conduct digital client reviews within the context of client engagements.
• Consult with SMEs on complex products to provide appropriate product advise.
• Execute on opportunities to expand our customer base with creditworthy and potentially profitable customers.
• Provide appropriate banking and financial solutions across an allocated portfolio of clients.
• Ensure growth and increase in customer base by ensuring the management of existing clients, generates new leads and grows active customer account base.
• Comply with relevant statutory, legislative, policy and governance requirements as well as set processes and procedures related to area of specialization.

#Post #FNB #LI-AA1

21/11/26

All appointments will be made in line with FirstRand Group's Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.