Private Wealth Advisor: Grow Clients, Shape Futures

FirstRand Bank Limited; Ermelo; On-site; ZAR 450,000 - 650,000; Full time

Benefits offered by this job

Uncapped earning potential

Innovative opportunities

Networking opportunities

Job summary

FirstRand Bank Limited seeks a Private Wealth Advisor to deliver tailored wealth creation, accumulation and protection guidance to Private Wealth clients, with a focus on education and exceptional service to foster trust and retention.

You will market the full range of financial services, manage leads and existing relationships, meet deadlines, and ensure compliance with FAIS COB requirements while contributing to growth and client satisfaction.

Qualifications

• 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

• 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.
• Ensure growth and increase in customer base by ensuring the management of existing clients, generates new leads and grows active customer account base.
• Comply with relevant statutory, legislative, policy and governance requirements as well as set processes and procedures related to area of specialization.

Education

NQF level 7 FSCA approved Degree

Job description

FirstRand Bank Limited seeks a Private Wealth Advisor to deliver tailored wealth creation, accumulation and protection guidance to Private Wealth clients, with a focus on education and exceptional service to foster trust and retention.

You will market the full range of financial services, manage leads and existing relationships, meet deadlines, and ensure compliance with FAIS COB requirements while contributing to growth and client satisfaction.