Private Clients advisor-7

FirstRand Group; Pietermaritzburg; On-site; ZAR 50,000 - 61,000; Full time

Job summary

FirstRand Group in Pietermaritzburg seeks a Private Clients advisor to deliver exceptional service to private clients focusing on foundational wealth creation. You will drive client engagement by applyingMoney Management principles and work to grow the Vertical Sales Index while ensuring compliance across FAIS/RE5 requirements.

The role requires a relevant NQF level 7 FSCA approved degree and 3–5 years in a financial sales/service environment, with RE5 certification.

Qualifications

• Minimum FAIS-regulated qualification and 3–5 years in a sales/service financial role.
• Regulatory compliance credentials completed and up to date.
• Strong relationship-building and client-centric mindset.

Responsibilities

• Deliver exceptional service to private clients focusing on wealth-building basics.
• Increase VSI by applying contextual Money Management principles.
• Market financial services solutions and manage leads pipeline.
• Produce high-quality outputs within deadlines.

Skills

Sales experience

FAIS knowledge

VSI understanding

Education

NQF level 7 FSCA approved Degree

RE5 Regulatory Compliance Certificate

Job description

## Private Clients advisor-7Apply: Pietermaritzburg: Full time: Posted Today: End Date: November 20, 2026 (9 days left to apply): R55045# **Job Description**To provide an exceptional experience to private clients focused on foundational wealth creation, accumulation, and protection strategies. Enhance client engagement and loyalty by applying contextual Money Management principles, driving growth in the Vertical Sales Index (VSI), and fostering long-term client retention and entrenchment.**Hello future Private Advisor**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*** Deliver exceptional experience and education to Private Clients on basic wealth creation, accumulation.* Increase vertical sales index (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.**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.* Signed off on FAIS categories**You Will Have Access To*** Opportunities to network and collaborate.* Earn basic guaranteed rewards with uncapped earning potential.* Opportunities to innovate.**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.* Curious & courageous - you're driven by always wanting to know more and learn more and you're brave enough to* Obsessed with mastery - you know what it takes to become good at what you do and are constantly pushing yourself to do it.* 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-EM1 We look forward to engaging with you further. Apply now!# # **Important Closing Date Note**# **Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.**20/11/26All 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.