Private Wealth Advisor
FirstRand Corporate CentrePolokwane, Limpopo, South Africa
Posted April 23, 2026
Full Time
About the Company
FNB is a team where experts come together and ignite effective change, and they deliver products and services that make them proud.
Job Description
To deliver exceptional experience and education to Private Wealth 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.
Requirements
- Deliver exceptional experience and education to Private 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)
- Experience - 3 to 5 years’ experience within a Sales/Service area of a financial environment.
- Signed off on FAIS categories
Benefits
- Opportunities to network and collaborate.
- Earn basic guaranteed rewards with uncapped earning potential.
- Opportunities to innovate.