Private Wealth Advisor: Grow Clients & Uncapped Earnings

FirstRand Bank Limited

Upington

On-site

ZAR 420,000 - 600,000

Full time

3 days ago

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Job summary

FirstRand Bank Limited in South Africa seeks a Private Advisor to deliver exceptional experience and education to private clients focused on foundational wealth creation, accumulation and protection strategies. You will strengthen client engagement, grow the VSI, and foster long-term retention.

The ideal candidate holds an NQF level 7 FSCA approved degree with RE5, has 3–5 years in a financial sales/service environment, and can build trusted relationships while complying with governance and

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 in a Sales/Service area of a financial environment.

Responsibilities

Deliver exceptional experience and education to Private Clients/Private Clients RMB clients on basic wealth creation, accumulation.
Increase vertical sales index (VSI) and drive client retention and entrenchment through contextual Money Management principles.
Understand and market all financial services solutions within the relevant business offering.
Assist with profit growth by managing the leads pipeline effectively.
Produce consistently high-quality outputs within agreed deadlines.