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Wealth Management Specialist

2 months ago

Durban, KwaZulu-Natal, South Africa FirstRand Bank Limited Full time
{"Job Title": "Private Wealth Advisor", "Job Description": "

Unlock Your Potential

As a Private Wealth Advisor at FirstRand Bank Limited, you will have the opportunity to deliver exceptional experience and education to our Private Wealth clients. Your expertise will help them create, accumulate, and protect their wealth, driving vertical sales index (VSI) and client retention through contextual Money Management principles.

About the Role

We are seeking a skilled and motivated individual to join our team. As a Private Wealth Advisor, you will be responsible for:

  • Delivering exceptional experience and education to Private Wealth clients on basic wealth creation and accumulation.
  • Increasing vertical sales index (VSI) and driving client retention and entrenchment through contextual Money Management principles.
  • Understanding and marketing all financial services solutions within the relevant business offering.
  • Assisting with profit growth for the business through effective management of the leads pipeline.
  • Producing consistently high-quality outputs within agreed deadlines.

Requirements

To be successful in this role, you will need:

  • 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

As a Private Wealth Advisor at FirstRand Bank Limited, you will have access to:

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

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 want to hear from you.

"}