Private Clients Advisor

About the role

FirstRand is hiring a Private Clients Advisor, based in Cape Town. Now’s the time to imagine your potential in a team where experts come together and ignite effective change.

Responsibilities

• Proactively grow the balance sheet of an allocated customer, deliver exceptional experience and education to portfolio of clients on wealth creation?
• Deliver exceptional experience and education to portfolio of clients on wealth creation?
• Increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principles?

Requirements

• 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.
• You will have access to
• Opportunities to network and collaborate.
• Earn basic guaranteed rewards with uncapped earning potential.
• Participate in planned activities that are appropriate for own development.
• You will be an ideal candidate if you
• 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.
• We can be a match if you are
• Able to build sound relationships based on trust and openness.
• Contribute to a culture of service excellence, which builds positive relationships and provides opportunity for feedback and exceptional service.
• Conduct digital client reviews within the context of client engagements.
• Consult with SMEs on complex products to provide appropriate product advise.
• Execute on opportunities to expand our customer base with creditworthy and potentially profitable customers.
• Provide appropriate banking and financial solutions across an allocated portfolio of clients.
• 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.