Wealth Growth Advisor — Build Client Wealth and Loyalty

FirstRand Limited; Durban; On-site; ZAR 544,000 - 652,000; Full time

Job summary

FirstRand Limited in Durban invites applications for a Private Wealth Advisor to deliver foundational wealth creation strategies and client-focused education. The role emphasizes VSI growth, client retention, and comprehensive financial services solutions across the private client base.

Ideal candidates have a relevant NQF level 7 degree, RE5 certificates, and 3–5 years in financial services sales or service, with FAIS approvals.

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.
• Increase vertical sales index (VSI) and drive client retention and entrenchment through 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.

Education

NQF level 7 FSCA approved Degree

Job description

FirstRand Limited in Durban invites applications for a Private Wealth Advisor to deliver foundational wealth creation strategies and client-focused education. The role emphasizes VSI growth, client retention, and comprehensive financial services solutions across the private client base.

Ideal candidates have a relevant NQF level 7 degree, RE5 certificates, and 3–5 years in financial services sales or service, with FAIS approvals.