Private Wealth Advisor: Grow Clients & Wealth Strategy

FirstRand Bank Limited

Pietermaritzburg

On-site

ZAR 420,000 - 660,000

Full time

3 days ago

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Job summary

FirstRand Group is seeking a Private Advisor to deliver exceptional experiences to private clients, focusing on wealth creation and protection strategies. You will drive VSI growth and foster long-term retention using contextual Money Management principles.

A FAIS-compliant degree and RE5 are preferred for this role, with opportunities to network and progress within the group. We value relationship-building and service excellence, inviting those who are curious, courageous, and committed to

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 and protection strategies.
Increase vertical sales index (VSI) and drive client retention and entrenchment using 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 and producing high-quality outputs within deadlines.