Private Wealth Advisor - Growth & Client Impact

Fnbnamibia; Pretoria; On-site; ZAR 520,000 - 760,000; Full time

Benefits offered by this job

Networking opportunities

Uncapped earning potential

Innovation opportunities

Job summary

FirstRand in South Africa seeks a Private Client Advisor focused on foundational wealth creation, accumulation, and protection strategies. You will educate clients, build loyalty, and grow the customer base while applying Money Management principles to drive VSI and long-term retention.

You will market all financial services solutions, manage leads, and ensure compliance with regulatory and governance requirements, contributing to profit growth within a standards-driven financial environment.

Qualifications

• Minimum qualification: Relevant NQF level 7 FSCA approved Degree.
• RE5 Regulatory Compliance Certificates with COB (Class of Business).
• Experience: 3 to 5 years’ experience within a Sales/Service area of a financial environment.

Responsibilities

• Deliver exceptional experience and education to Private Clients on basic wealth creation, accumulation.
• Increase 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 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.

Skills

Client relationship building

Sales/Service experience

Financial services knowledge

Target driven

Regulatory compliance

Education

NQF level 7 degree

FSCA-approved degree

RE5 regulatory certification

Job description

FirstRand in South Africa seeks a Private Client Advisor focused on foundational wealth creation, accumulation, and protection strategies. You will educate clients, build loyalty, and grow the customer base while applying Money Management principles to drive VSI and long-term retention.

You will market all financial services solutions, manage leads, and ensure compliance with regulatory and governance requirements, contributing to profit growth within a standards-driven financial environment.