Private Wealth Advisor - Grow Clients & Earnings

FirstRand Bank Limited; eMalahleni; On-site; ZAR 420,000 - 720,000; Full time

Job summary

FirstRand Bank Limited in South Africa seeks a Private Wealth Advisor to deliver expert education to Private Wealth clients on wealth creation, accumulation and protection, increasing VSI and enhancing retention. You must hold a NQF level 7 FSCA approved degree, RE5 with relevant Class of Business, FAIS compliance, and 3–5 years’ sales or service experience in financial services.

You will build lasting client relationships, network internally, and collaborate with product teams to tailor

Qualifications

• NQF level 7 FSCA approved degree required.
• RE5 Regulatory Compliance Certificates with relevant Class of Business.
• 3–5 years’ experience in a Sales/Service role within a financial environment.

Responsibilities

• Deliver education to Private Wealth clients on wealth creation, accumulation and protection.
• Increase VSI and drive client retention and entrenchment.
• Assist with lead management and ensure quality outputs within deadlines.

Skills

Relationship building

Sales experience

Financial products knowledge

Education

NQF level 7 FSCA approved Degree

RE5 Regulatory Compliance Certificate (Class of Business)

FAIS compliance with relevant Categories

Job description

FirstRand Bank Limited in South Africa seeks a Private Wealth Advisor to deliver expert education to Private Wealth clients on wealth creation, accumulation and protection, increasing VSI and enhancing retention. You must hold a NQF level 7 FSCA approved degree, RE5 with relevant Class of Business, FAIS compliance, and 3–5 years’ sales or service experience in financial services.

You will build lasting client relationships, network internally, and collaborate with product teams to tailor