Private Wealth Advisor: Grow & Protect Clients

FirstRand Bank Limited; Ermelo; On-site; ZAR 350,000 - 550,000; Full time

Job summary

FirstRand Bank Limited seeks a Private Advisor to deliver education and wealth concepts to Private Clients, focusing on foundational strategies for wealth creation, accumulation and protection. You will apply Money Management principles to deepen engagement, grow VSI, and strengthen client retention and entry into long-term relationships.

The role emphasizes compliance with FAIS/RE5, front-line client service, and collaboration with a team that values service excellence and continual learning.

Qualifications

• FSCA approved degree at NQF level 7.
• RE5 regulatory certificate with COB experience.
• FAIS categories signed off.

Responsibilities

• Deliver exceptional experience and education to Private Clients on wealth concepts.
• Increase VSI and drive client retention using Money Management principles.
• Market all financial services solutions within the offering.
• Assist with profit growth by managing leads pipeline effectively.
• Produce high quality outputs within set deadlines.

Skills

Sales experience

Client engagement

Financial services knowledge

Education

NQF level 7 FSCA approved degree

RE5 regulatory certificate (COB)

FAIS compliance knowledge

Job description

FirstRand Bank Limited seeks a Private Advisor to deliver education and wealth concepts to Private Clients, focusing on foundational strategies for wealth creation, accumulation and protection. You will apply Money Management principles to deepen engagement, grow VSI, and strengthen client retention and entry into long-term relationships.

The role emphasizes compliance with FAIS/RE5, front-line client service, and collaboration with a team that values service excellence and continual learning.