Private Wealth Advisor

• Deliver exceptional experience and education to FNB Private Wealth clients on basic wealth creation, 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.

• Minimum Qualification - Relevant NQF level 7 FSCA approved Degree.

• RE5 Regulatory Compliance Certificates with relevant COB (Class of Business) Meet all requirements on SUB-CATS.

• Experience - 3 to 5 years’ experience within a Sales/Service area of a financial environment.

• Opportunities to network and collaborate.

• Earn basic guaranteed rewards with uncapped earning potential.

• Opportunities to innovate.

• Signed off for supervision of all your SUB-CATS

• Able to build sound relationships based on trust and openness.

• Ensure growth and increase in customer base by ensuring the management of existing clients, generates new leads and grows active customer account base.

• Comply with relevant statutory, legislative, policy and governance requirements as well as set processes and procedures related to area of specialization.

If your track record in wealth management precedes you and you meet the above requirements, we would like to have a conversation with you.

In accordance with National Credit Act (NCA) candidates applying for this role will require a credit record check. You must not be an unrehabilitated insolvent.

All suitably qualified candidates will be considered. Appointments will be made in line with the Bank's Employment Equity Strategy. FirstRand actively supports the recruitment and advancement of individuals with disabilities. We recommend that candidates be encouraged to declare their disability and consult the Bank should they require reasonable accommodation.

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