Private Wealth Advisor - Uncapped Earnings & Growth

FirstRand Bank Limited; Bloemfontein; On-site; ZAR 480,000 - 640,000; Full time

Benefits offered by this job

Earn basic guaranteed rewards with unc

Opportunities to innovate

Networking opportunities

Job summary

FirstRand Bank Limited is seeking a Private Wealth Advisor in Bloemfontein to deliver exceptional experience to Private Clients, focusing on wealth creation, accumulation and protection. The role aims to grow VSI by leveraging Money Management principles and managing the leads pipeline to drive client retention and entrenchment.

You will market all financial services within the relevant offering, assist profit growth, and produce high-quality outputs within deadlines.

Qualifications

• Proven ability to build and maintain client relationships.
• Experience in selling financial products and services to affluent clients.
• Strong understanding of FSCA regulations and compliance expectations.

Responsibilities

• Grow the customer base by managing existing clients and generating new leads.
• Ensure adherence to statutory, legislative, policy and governance requirements in area of specialization.

Skills

Client relationship

Sales experience

Regulatory compliance

Education

NQF level 7 FSCA approved Degree

Job description

FirstRand Bank Limited is seeking a Private Wealth Advisor in Bloemfontein to deliver exceptional experience to Private Clients, focusing on wealth creation, accumulation and protection. The role aims to grow VSI by leveraging Money Management principles and managing the leads pipeline to drive client retention and entrenchment.

You will market all financial services within the relevant offering, assist profit growth, and produce high-quality outputs within deadlines.