Private Client Advisor

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SalesAccount Manager

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Overview

Job Description To provide an exceptional experience to private clients focused on foundational wealth creation, accumulation, and protection strategies.

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SalesAccount Manager

To provide an exceptional experience to private clients focused on foundational wealth creation, accumulation, and protection strategies. Enhance client engagement and loyalty by applying contextual Money Management principles, driving growth in the Vertical Sales Index (VSI), and fostering long-term client retention and entrenchment.

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

Opportunities to network and collaborate.
Earn basic guaranteed rewards with uncapped earning potential.
Opportunities to innovate.

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.
Curious & courageous - you're driven by always wanting to know more and learn more and you're brave enough to
Obsessed with mastery - you know what it takes to become good at what you do and are constantly pushing yourself to do it.
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.

17/10/26

All appointments will be made in line with FirstRand Group’s Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.