Private Advisor job opportunity at Firstrand.

Home Jobs In South Africa Tag: Job Private Advisor position at Firstrand


DatePosted 3 Days Ago bot
Firstrand Private Advisor
Experience: 5-years
Pattern: full-time
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loacation Cape Town, South Africa
loacation Cape Town....South Africa

Job Description To deliver exceptional experience and education to Private Clients/Private Clients RMB clients on basic wealth creation, accumulation, and overall protection tactics to increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principles Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us incredibly proud of people that make it happen. Now’s the time to imagine your potential in a team where experts come together and ignite effective change. Are you someone who can: Deliver exceptional experience and education to Private Clients/Private Clients RMB clients on basic wealth creation, accumulation. Increase vertical sales index (VSI) and drive client retention and entrenchment through using 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. You will be an ideal candidate if you: Minimum Qualification - Relevant NQF level 7 FSCA approved Degree. RE5 Regulatory Compliance Certificates with relevant COB (Class of Business) Meet all requirements on SUB-CATS. Experience - 3 to 5 years’ experience within a Sales/Service area of a financial environment. You will have access to: Opportunities to network and collaborate. Earn basic guaranteed rewards with uncapped earning potential. Opportunities to innovate. We can be a match if you are: Signed off for supervision of all your SUB-CATS Able to build sound relationships based on trust and openness. 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. #LI-NK3 #POST #FNB Job Details Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below. 15/03/26 All appointments will be made in line with FirstRand Group’s Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.

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