Wealth Creation Specialist

4 weeks ago


Durban, KwaZulu-Natal, South Africa FirstRand Bank Limited Full time

Job Summary

We are seeking a skilled Wealth Creation Specialist to join our team at FirstRand Bank Limited. As a Private Client Service Expert, you will be responsible for delivering exceptional experience and education to our Private Clients, helping them achieve their financial goals through basic wealth creation, accumulation, and protection tactics.

Key Responsibilities

  • Deliver exceptional experience and education to Private Clients on basic wealth creation, accumulation, and protection tactics.
  • Increase vertical sales index (VSI) and drive client retention and entrenchment through contextual Money Management principles.
  • Understand and market all financial services solutions within the relevant business offering.
  • Assist with profit growth for the business through effective management of the leads pipeline.
  • Produce high-quality outputs within agreed deadlines.

Requirements

  • 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

What We Offer

  • Opportunities to network and collaborate.
  • Earn basic guaranteed rewards with uncapped earning potential.
  • Opportunities to innovate.

How to Apply

Apply now to join our team and take the first step towards a rewarding career at FirstRand Bank Limited.


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