Private Advisor

10 hours ago

Randburg, Gauteng, South Africa FirstRand group Full time

{"h1": "Unlock Your Potential as a Private Advisor", "p": "At FirstRand Group, we're on a mission to empower individuals to achieve their financial goals. As a Private Advisor, you'll play a vital role in delivering exceptional experiences and education to our clients, helping them build wealth and secure their financial futures.

Key Responsibilities:

* Deliver exceptional client experiences and education on basic wealth creation and accumulation
* 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: 3-5 years in a sales/service area of a financial environment

What We Offer:

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

If you're a motivated and results-driven individual who is passionate about delivering exceptional client experiences, we want to hear from you Apply now to take the first step towards a rewarding career as a Private Advisor."}

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