Private Wealth Advisor

Firstrand Bank Limited; Durban; On-site; ZAR 350,000 - 520,000; Full time

Benefits offered by this job

Networking opportunities

Guaranteed rewards

Innovation opportunities

Job summary

Firstrand Bank Limited in Durban seeks a Private Advisor to deliver wealth guidance to Private Clients, focusing on basic wealth creation, accumulation and protection tactics. You will enhance client VSI, retention and entrenchment through Money Management principles, while promoting available financial services solutions.

The role requires a 3–5 year background in financial sales/service, a FSCA-approved degree, RE5 and FAIS categories.

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.
• Signed off on FAIS categories.

Responsibilities

• Deliver exceptional experience and education to Private Clients on basic wealth creation, accumulation.
• Increase VSI and drive client retention and entrenchment through Money Management principles.
• Understand and market all financial services solutions within the relevant business offering.
• Assist with profit growth by ensuring effective management of the leads pipeline.
• Produce consistently high-quality outputs within agreed deadlines.

Skills

Relationship building

Service excellence

Curiosity

Mastery mindset

Lead generation

Education

Bachelor’s degree or higher in Finance/Related

Job description

Description

To deliver exceptional experience and education to Private Wealth 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.

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

Important Closing Date Note

30/11/26

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.