Wealth Creation Specialist

2 weeks ago


Johannesburg South, South Africa FirstRand Bank Limited Full time

Job Role Summary


We are seeking a talented Wealth Creation Specialist to join our team at FirstRand Bank Limited. As a key member of our Private Banking department, you will be responsible for delivering exceptional experience and education to our Private Banking clients on basic wealth creation and accumulation.



Key Responsibilities



  • Deliver exceptional experience and education to Private Banking clients on basic wealth creation and 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.


Requirements



  • Have a relevant FSCA approved NQF Level 7 or Higher Qualification.
  • RE5 Regulatory Compliance Certificate.
  • Completed Class of Business in Long Term Insurance, Investments and Pension Benefits.
  • Minimum of 3 years experience within the financial services industry.


What We Offer



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


How to Apply


Interested candidates should submit their applications ahead of the closing date indicated below.



  • Johannesburg, Gauteng, South Africa FirstRand group Full time

    OverviewFNB seeks a skilled Strategic Wealth Creation Consultant to deliver exceptional experience and education to Private Clients/Private Clients RMB clients on basic wealth creation, accumulation.Key ResponsibilitiesDeliver exceptional experience and education to Private Clients/Private Clients RMB clients on basic wealth creation, accumulation.Increase...


  • Johannesburg, Gauteng, South Africa The Recruitment Council Full time

    Job Summary:The Recruitment Council is seeking a highly skilled Wealth Management Specialist to join our team. As a key member of our wealth management team, you will be responsible for delivering comprehensive wealth management guidance focused on long-term financial security, investment growth, and protection strategies.Key Responsibilities:Strategic...

  • Financial Advisor

    5 months ago


    Johannesburg, South Africa IWCP (Insurance & Wealth Creation Professionals) Full time

    Welcome to The Next Generation of Insurance & Wealth Creation Professionals. Are you a motivated individual with an entrepreneurial mindset? Do you thrive on negotiating and closing sales? Are you ready to write your own success story? If so, we want you to join our team as a Financial Advisor. **Role Description** This is a full-time hybrid role as a...

  • Wealth Advisor

    3 weeks ago


    Johannesburg, South Africa Jobted ZA C2 Full time

    Position: Private Wealth Advisor The Wealth Advisor is responsible for delivering comprehensive wealth management guidance focused on long-term financial security, investment growth, and protection strategies. This role provides holistic solutions in wealth creation, risk management, and wealth preservation, requiring strong financial acumen, a solid...

  • Wealth Advisor

    4 weeks ago


    Johannesburg, South Africa The Recruitment Council Full time

    Position: Private Wealth AdvisorThe Wealth Advisor is responsible for delivering comprehensive wealth management guidance focused on long-term financial security, investment growth, and protection strategies. This role provides holistic solutions in wealth creation, risk management, and wealth preservation, requiring strong financial acumen, a solid...

  • Wealth Advisor

    4 weeks ago


    Johannesburg, South Africa The Recruitment Council Full time

    Position: Private Wealth Advisor The Wealth Advisor is responsible for delivering comprehensive wealth management guidance focused on long-term financial security, investment growth, and protection strategies. This role provides holistic solutions in wealth creation, risk management, and wealth preservation, requiring strong financial acumen, a solid...


  • Johannesburg South, South Africa FirstRand Bank Limited Full time

    About the RoleWe are seeking a highly skilled and experienced Financial Services Specialist to join our team at FirstRand Bank Limited. As a Private Client Manager, you will be responsible for delivering exceptional experience and education to our Private Clients, focusing on basic wealth creation and accumulation.Key ResponsibilitiesDeliver exceptional...


  • Johannesburg, South Africa FirstRand Full time

    Job Description To deliver exceptional experience and education to Private Wealth 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. - Identify Local and Offshore fiduciary opportunities and...

  • Private Wealth Advisor

    5 months ago


    Johannesburg, South Africa FirstRand Full time

    Job Description To deliver exceptional experience and education to Private Wealth or RMBPB 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 - Identify Local and Offshore fiduciary opportunities...

  • Private Wealth Advisor

    5 months ago


    Johannesburg, South Africa FirstRand Full time

    Job Description To deliver exceptional experience and education to Private Wealth or RMBPB 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 Hello future Private Wealth Advisor, Welcome to FNB,...


  • Johannesburg, South Africa FirstRand Full time

    Job Description RMB Private Bank offers leading wealth management advice and private banking solutions that span all stages of our client’s wealth journey. Our strong record of excellence, combined with a reputation for innovation and a genuine interest in the people we serve, inspires us to craft insightful solutions that evolve as our clients’...


  • Johannesburg, South Africa Berghshire Wealth Full time

    OUR VALUE IS THE BEST IN THE MARKET : A PROPOSITION WHICH REWARDS YOU WITH ADDITIONAL INCOME APART FROM COMMISSION TO FINALLY HAVE A CAREER YOU STRIVE TO BE SUCCESSFUL IN. WE OFFER 1) Excellent Comm splits 2)A Vesting Bonus (issued premiums value paid monthly as a non taxable income) 3) 13th Cheque / production bonus 6-8% of annual commission 4)...


  • Johannesburg, South Africa Berghshire Wealth Full time

    AN OPPORTUNITY FOR A CAREER WITH THE NUMBER 1 SANLAM BLUESTAR FRANCHISE IN THE COUNTRY! : BERGHSHIRE BLUESTAR OUR VALUE IS THE BEST IN THE MARKET : A PROPOSITION WHICH REWARDS YOU WITH ADDITIONAL INCOME APART FROM COMMISSION TO FINALLY HAVE A CAREER YOU STRIVE TO BE SUCCESSFUL IN. WE OFFER - Choice of different Sanlam adviser contracts - Vesting Bonuses...


  • Johannesburg, South Africa Berghshire Wealth Full time

    OUR VALUE IS THE BEST IN THE MARKET : A PROPOSITION WHICH REWARDS YOU WITH ADDITIONAL INCOME APART FROM COMMISSION TO FINALLY HAVE A CAREER YOU STRIVE TO BE SUCCESSFUL IN. WE OFFER 1) Excellent Comm splits. Different contracts available. 2)A Vesting Bonus 3) 13th Cheque / production bonus 6-8% of annual commission 4) Training Allowance of R25 000 paid...


  • Johannesburg, South Africa Independent Resourcing Consultancy Ltd Full time

    Are you ready to broaden your scope of opportunity and skillset as a Wealth Management and Financial Planning professional? We are currently seeking experienced Wealth Managers and Financial Planning professionals for Specialist Wealth Management roles with a passion for continuously developing themselves in order to best support their clients by earning...


  • Johannesburg, Gauteng, South Africa IWCP Johannesburg Ltd Full time

    Transform Your Career with IWCP Johannesburg LtdA career as a Financial Services Specialist at IWCP Johannesburg Ltd offers the perfect blend of personal and professional growth. We're seeking a talented individual to join our team as a Financial Planner IWCP affiliate of Liberty.About the RoleWe're looking for someone who is passionate about helping others...


  • Johannesburg, Gauteng, South Africa Aristo Sourcing Full time

    Aristo Sourcing is seeking a highly skilled Content Creation Specialist to join our team remotely. This role requires exceptional writing, editing, and proofreading skills, as well as a deep understanding of freelance writing and its pros and cons.The ideal candidate will have a strong background in copywriting, content creation, and digital marketing....


  • Johannesburg, Gauteng, South Africa FirstRand group Full time

    About the RoleWe are seeking a highly skilled Wealth Manager to join our team at FirstRand Group. As a Wealth Manager, you will play a critical role in providing expert financial advice to our high-net-worth clients, helping them achieve their financial goals and securing their financial futures.Key ResponsibilitiesDevelop and implement comprehensive...


  • Johannesburg, Gauteng, South Africa FirstRand Bank Limited Full time

    Job SummaryWe are seeking a highly skilled and motivated Wealth Management Analyst to join our team at FirstRand Bank Limited. As a key member of our Wealth Management department, you will be responsible for providing administrative and implementation support to our Wealth Managers, ensuring the smooth execution of administrative duties and the delivery of...


  • Johannesburg, South Africa Isilumko Staffing Full time

    **x4 Technology/Domain Specialist II (in CIB Wealth)**: - **2 or more years developing solutions in Dynamics 365 including configuration, workflow and plug-in development are required.**: - 5 or more years working with C# and the.Net Framework, web development experience with JavaScript and web services is required. - Experience with Power BI or SSRS,...