Private Wealth 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

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.