Private Wealth Advisor

FirstRand Bank Limited; Ermelo; On-site; ZAR 350,000 - 550,000; Full time

Job summary

FirstRand Bank Limited seeks a Private Advisor to deliver education and wealth concepts to Private Clients, focusing on foundational strategies for wealth creation, accumulation and protection. You will apply Money Management principles to deepen engagement, grow VSI, and strengthen client retention and entry into long-term relationships.

The role emphasizes compliance with FAIS/RE5, front-line client service, and collaboration with a team that values service excellence and continual learning.

Qualifications

• FSCA approved degree at NQF level 7.
• RE5 regulatory certificate with COB experience.
• FAIS categories signed off.

Responsibilities

• Deliver exceptional experience and education to Private Clients on wealth concepts.
• Increase VSI and drive client retention using Money Management principles.
• Market all financial services solutions within the offering.
• Assist with profit growth by managing leads pipeline effectively.
• Produce high quality outputs within set deadlines.

Skills

Sales experience

Client engagement

Financial services knowledge

Education

NQF level 7 FSCA approved degree

RE5 regulatory certificate (COB)

FAIS compliance knowledge

Job description

Job Description

To deliver an exceptional experience for Private Wealth clients, focusing on foundational strategies for wealth creation, accumulation, and protection. This job applies relevant Money Management principles to deepen client engagement, drive Vertical Sales Index (VSI) growth, and strengthen 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.

Responsibilities

• 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.

Qualifications

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.

Performance & Rewards

• You Will Have Access To Opportunities to network and collaborate.
• Earn basic guaranteed rewards with uncapped earning potential.
• Opportunities to innovate.

Culture & Values

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.

Compliance & Governance

Comply with relevant statutory, legislative, policy and governance requirements as well as set processes and procedures related to area of specialization.

Employment Equity

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.

Important Closing Date

Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below. 30/12/26

About FirstRand

FirstRand provides a comprehensive range of financial services in South Africa and certain markets in broader Africa. The group also offers certain niche products and services in the UK and India. Listed on the Johannesburg Stock Exchange (JSE) and the Namibian Stock Exchange (NSX), FirstRand Limited is the largest financial institution by market capitalisation in Africa. The group follows a multi-branding approach.

Its portfolio of financial services businesses includes FNB, RMB, WesBank, Ashburton Investments, Aldermore, MotoNovo and DirectAxis. Many are leaders in their respective segments and markets, offering transactional, lending, investment and insurance products and services.

The FirstRand Corporate Centre houses many of the critical functions required by a large and complex financial services group. The group’s track record of delivering superior returns to shareholders has been achieved through a combination of organic growth, acquisitions, innovation and the creation of completely new businesses. The group’s purpose of delivering Shared Prosperity provides many opportunities for employees to innovate to address social and environmental challenges in our markets. All of our businesses have successful Volunteering programmes which also allow employees to adopt and support causes close to their hearts.