Private Wealth Advisor: Grow Client Wealth and Impact

FirstRand Limited; Ermelo; Vor Ort; ZAR 360.000 - 600.000; Vollzeit

Benefits dieser Stelle

Network opportunities

Uncapped earning potential

Professional development

Zusammenfassung

FirstRand Limited seeks a Private Wealth Advisor to deliver education and guidance on wealth creation for Private Clients, focusing on foundational strategies, growth, and client retention. The role emphasizes applying Money Management principles to deepen client engagement and drive VSI growth.

The ideal candidate will have a relevant NQF level 7 FSCA approved degree, RE5 certification, 3–5 years in sales/service within financial services, and FAIS category approvals.

Qualifikationen

• Minimum qualification - NQF level 7 FSCA approved degree.
• RE5 Regulatory Compliance Certificates with relevant COB (Class of Business).
• Experience - 3 to 5 years within a Sales/Service area of a financial environment.
• Signed off on FAIS categories.

Aufgaben

• 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 through effective management of the leads pipeline.
• Produce consistently high-quality outputs within agreed deadlines.

Kenntnisse

Relationship building

Sales experience

Customer service

Ausbildung

NQF level 7 FSCA approved Degree

RE5 Regulatory Compliance Certificates (Class of Business)

FAIS compliance

Jobbeschreibung

FirstRand Limited seeks a Private Wealth Advisor to deliver education and guidance on wealth creation for Private Clients, focusing on foundational strategies, growth, and client retention. The role emphasizes applying Money Management principles to deepen client engagement and drive VSI growth.

The ideal candidate will have a relevant NQF level 7 FSCA approved degree, RE5 certification, 3–5 years in sales/service within financial services, and FAIS category approvals.