Private Wealth Advisor – Client Growth & Education

FirstRand Limited

Cape Town

In loco

ZAR 464.000 - 556.000

Tempo pieno

2 giorni fa

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Networking opportunities

Uncapped earning potential

Professional development activities

Descrizione del lavoro

FirstRand Limited's FNB division in Cape Town seeks a Private Clients Advisor to grow a portfolio of high-value clients and deliver wealth creation guidance. You will educate clients, enhance the balance sheet and drive retention by applying Money Management principles.

The role requires a 7-level degree with RE5 COB and 3–5 years in financial sales/service. You will work with SMEs, provide banking solutions, and expand the client base while upholding governance standards.

Competenze

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.

Mansioni

Build sound relationships with clients based on trust and service excellence.
Contribute to a culture of service excellence and provide feedback and exceptional service.
Conduct digital client reviews within client engagements.
Consult with SMEs on complex products to provide appropriate product advice.
Expand our customer base with creditworthy and potentially profitable customers.
Provide appropriate banking and financial solutions across an allocated portfolio.
Manage existing clients, generate new leads and grow active accounts while ensuring governance.