Private Client Financial Advisor
1 week ago
Unlock Your Potential
As a Private Client Advisor at FirstRand Group, you will play a critical role in delivering exceptional experience and education to our Private Clients. Your expertise will help them achieve their financial goals and increase their vertical sales index (VSI) through effective money management principles.
Key Responsibilities
- Deliver tailored financial solutions to Private Clients, focusing on basic wealth creation and accumulation.
- Develop and implement contextual money management strategies to drive client retention and entrenchment.
- Stay up-to-date with relevant financial services solutions and market trends to provide expert advice.
- Collaborate with cross-functional teams to ensure effective management of the leads pipeline and profit growth.
- Produce high-quality outputs within agreed deadlines, ensuring exceptional client service.
Requirements
- Relevant NQF level 7 FSCA-approved degree.
- RE5 Regulatory Compliance Certificates with relevant COB (Class of Business).
- 3-5 years' experience in a sales/service area of a financial environment.
- FAIS categories signed off.
What We Offer
- Opportunities to network and collaborate with a talented team.
- Basic guaranteed rewards with uncapped earning potential.
- Chances to innovate and contribute to the company's growth.
Join Our Team
We are committed to creating a culture of service excellence, where you can build sound relationships based on trust and openness. If you are curious, courageous, and obsessed with mastery, we encourage you to apply.
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