Private Wealth Advisor: Grow Client Wealth & Relationships

Firstrand Group; eMalahleni; On-site; ZAR 350,000 - 550,000; Full time

Benefits offered by this job

Networking opportunities

Guaranteed basic rewards

Innovation opportunities

Job summary

Firstrand Group in South Africa is seeking a Private Advisor to deliver education and guidance to Private Wealth clients on basic wealth creation, accumulation and protection strategies, to grow VSI and strengthen client retention. You will market the full financial services offering, manage leads, produce high-quality outputs within deadlines, and stay compliant with FAIS and RE5 requirements.

Candidates should have an NQF 7 degree, RE5 with COB, 3–5 years sales/service experience in financial

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 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.

Job description

Firstrand Group in South Africa is seeking a Private Advisor to deliver education and guidance to Private Wealth clients on basic wealth creation, accumulation and protection strategies, to grow VSI and strengthen client retention. You will market the full financial services offering, manage leads, produce high-quality outputs within deadlines, and stay compliant with FAIS and RE5 requirements.

Candidates should have an NQF 7 degree, RE5 with COB, 3–5 years sales/service experience in financial