Private Client Advisor Rural

Private Client Advisor Rural
Job DescriptionTo deliver exceptional experience and education to Private Clients/Private Clients RMB 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.
RequirementsRelevant NQF level 7 FSCA approved DegreeRE5 Regulatory Compliance Certificates with relevant COB (Class of Business)3 to 5 years' experience within a Sales/Service area of a financial environmentSigned off on FAIS categoriesResponsibilitiesDeliver exceptional experience and education to Private Clients on wealth creation and accumulationIncrease VSI and drive client retention using Money Management principlesMarket all financial services solutions within the relevant business offeringManage leads pipeline for profit growthProduce high-quality outputs within deadlinesBenefitsNetworking and collaboration opportunitiesGuaranteed rewards with uncapped earning potentialOpportunities to innovateIdeal Candidate TraitsBuilds trusting relationshipsContributes to service excellenceCurious, courageous, and eager to learnObsessed with mastery and self-improvementGrowth-oriented, manages existing clients, and generates new leadsComplies with statutory, legislative, and policy requirementsApplication DetailsApplication deadline: 12/06/25
All appointments are in line with FirstRand Group's Employment Equity plan.
Candidates may disclose disability information voluntarily; confidentiality is maintained.
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