Private Wealth Advisor: Growth & Loyalty

FirstRand Bank; Pietermaritzburg; On-site; ZAR 420,000 - 680,000; Full time

Benefits offered by this job

Guaranteed rewards with uncapped earn

Networking opportunities

Innovative culture

Job summary

FirstRand Bank in Pietermaritzburg seeks a Private Advisor to deliver exceptional service to private clients focused on foundational wealth creation, accumulation and protection. You will apply Money Management principles to drive growth in the VSI and foster long-term client retention and entrenchment.

Welcome to FNB, the home of the #changeables. We design for shapeshifters and deliver products and services that make us proud of people who make it happen. The closing date is 20/11/26.

Qualifications

• Minimum qualification: relevant NQF level 7 degree.
• RE5 regulatory compliance certificates with Class of Business.
• 3–5 years' experience in a financial sales/service environment.
• FAIS categories signed off.

Responsibilities

• Deliver exceptional experience and education to private clients on wealth creation.
• Increase VSI and drive client retention through Money Management principles.
• Market all financial services solutions within the relevant business offering.
• Assist with profit growth by managing the leads pipeline.
• Produce high-quality outputs within agreed deadlines.

Skills

Relationship building

Sales experience

Customer service

Financial services knowledge

Education

NQF7 degree

RE5 Regulatory Compliance Certificates

Job description

FirstRand Bank in Pietermaritzburg seeks a Private Advisor to deliver exceptional service to private clients focused on foundational wealth creation, accumulation and protection. You will apply Money Management principles to drive growth in the VSI and foster long-term client retention and entrenchment.

Welcome to FNB, the home of the #changeables. We design for shapeshifters and deliver products and services that make us proud of people who make it happen. The closing date is 20/11/26.