Private Advisor Affluent job opportunity at Firstrand.

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DatePosted 4 Days Ago bot
Firstrand Private Advisor Affluent
Experience: 5-years
Pattern: full-time
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loacation Gqeberha, South Africa
loacation Gqeberha....South Africa

Job Description Welcome to FNB, the home of the #changeables. We innovate for the visionaries and build products and services that reflect the brilliance of the people behind them. Now is your moment to explore your potential in a team where specialists collaborate and create meaningful impact. Are you someone who can: Play a key role in delivering exceptional service and financial education to Private Clients—especially RMB clients—focused on foundational wealth creation and accumulation. Grow the vertical sales index (VSI) and strengthen client retention through smart, contextual Money Management principles. ​Understand and position the full suite of financial solutions within the business, and support profit growth by effectively managing leads while consistently delivering high‑quality work on time. You’re the ideal candidate if you: Hold an FAIS‑accredited NQF Level 7 Degree or NQF Level 8 postgraduate qualification in areas such as BCom Investments, Financial Planning, Estate Planning, Financial Management, Accounting, or Economics. Have an RE5 Regulatory & Compliance Certificate. Possess a CFA designation (preferred but not essential). Have completed the required Class of Business (COB) training. Bring 3–5 years’ experience in a sales or service role within a financial services environment i.e. Banking, Insurance, Investments with Sales & Services. #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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