Private Clients Advisor-13

Rmbwestport; Cape Town; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A financial services institution based in Cape Town is seeking a Wealth Management Specialist to deliver exceptional educational experiences to Private Clients. The role focuses on wealth creation and retention by applying contextual Money Management principles. Ideal candidates will possess a recognized finance degree and have 3-5 years of sales experience in banking or investment. This position offers opportunities for networking, uncapped earnings, and professional growth within a supportive culture.

Benefits

Networking opportunities

Uncapped earning potential

Professional innovation opportunities

Qualifications

• Have NQF level 7, FSCA recognized Degree.
• RE5 Regulatory Compliance Certificate is essential.
• Preferred: Certified Financial Planner (CFP).
• 3-5 years experience in a Sales/Service area of finance.
• Strong background in Banking/Investment/Financial Planning.

Responsibilities

• Deliver exceptional experience and education on wealth creation.
• Increase vertical sales index and drive client retention.
• Understand and market all financial services solutions.
• Assist with profit growth through leads management.
• Produce high-quality outputs within deadlines.

Skills

Sales experience

Financial planning

Client relationship management

Wealth management

Education

NQF level 7 FSCA recognized Degree

RE5 Regulatory Compliance Certificate

Certified Financial Planner (CFP)

Job description

Job Description

To deliver exceptional experience and education to Private Clients and Private Client RMB clients on basic wealth creation, accumulation, and overall protection tactics to increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principles.

Goal: Life improvement on lives through simple, effective solutions fulfilling client needs.

Responsibilities:

• Deliver exceptional experience and education to Private Clients on basic wealth creation and accumulation.
• Increase vertical sales index (VSI) and drive client retention and entrenchment 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.

Qualifications:

• Have NQF level 7, FSCA recognized Degree.
• RE5 Regulatory Compliance Certificate with relevant COB (Class of Business) – Essential.
• Preferred: Certified Financial Planner (CFP).
• Experience: 3 to 5 years in a Sales/Service area of a financial environment.
• Strong background in Banking / Investment / Financial Planning / Wealth Management.

Benefits and Opportunities:

• Opportunities to network and collaborate.
• Earn basic guaranteed rewards with uncapped earning potential.
• Opportunities to innovate, provide appropriate banking and financial solutions across an allocated portfolio of clients.
• Identify Local and Offshore fiduciary opportunities and advise on client philanthropy.

We can be a match if you are:

• Able to build sound relationships based on trust and openness.
• Achieving revenue and profit targets by growing portfolio base, providing independent holistic advice, solutions that ensure revenue and profit growth in line with stated KPI's across the Insure, Investments, Loans & Transact Pillar and Products.
• Contribute to a culture of service excellence, which builds positive relationships and provides opportunity for feedback and exceptional service.

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 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.

Take note that applications will not be accepted on the below date and onwards. Kindly submit applications ahead of the closing date indicated below. Closing date: 31/12/25.

Introduce yourself to our recruiters and we will get in touch if there's a role that seems like a good match. Should you have any queries, please log it via the standard contact procedures.