Private Client Advisor Rural

FirstRand

Wealth creation and accumulation
Client retention and entrenchment
Money management principles
Deliver exceptional experience and education to Private Clients on basic wealth creation, accumulation, and overall protection tactics

Job Summary

  • Deliver exceptional experience and education to Private Clients on basic wealth creation, accumulation, and overall protection tactics.
  • Increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principles.
  • Earn basic guaranteed rewards with uncapped earning potential and opportunities to innovate.

Matching Summary

Deliver exceptional experience and education to Private Clients on basic wealth creation, accumulation, and overall protection tactics.

Skills & Requirements

Must-have

  • wealth creation and accumulation
  • client retention and entrenchment
  • Money Management principles
  • financial services solutions
  • leads pipeline management
  • customer base growth

Nice-to-have

  • service excellence culture
  • curious and courageous
  • obsessed with mastery
  • build sound relationships

Key Requirements

  • Relevant NQF level 7 FSCA approved Degree
  • RE5 Regulatory Compliance Certificates
  • 3 to 5 years' experience in Sales/Service
  • Signed off on FAIS categories

Work Rights

Not specified

Tailored Resume

Cover Letter