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  • Posted: Sep 28, 2023
    Deadline: Not specified
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    Listed on the Johannesburg Stock Exchange (JSE) and the Namibian Stock Exchange (NSX), FirstRand Limited is one of the largest financial institutions in Africa. FirstRand’s vision is to be the African financial services group of choice, create long-term franchise value, deliver superior and sustainable economic returns to its shareholders within acc...
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    Private Client Advisor C

    Purpose

    To 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

    Experience and qualifications

    • Minimum Qualification - Relevant Educational and professional background Degree in Banking, Finance, Economics or Accounting RE
    • Preferred Qualification - Certified Financial Planner (CFP)
    • Experience - 3 to 5 years experience in a similar environment (strong background in Banking /Investment / Financial Planning / Wealth Management

    Additional requirements

    • In accordance with National Credit Act (NCA) candidates applying for this role will require a credit record check.
    • No Referral plan is assigned to this job

    Method of Application

    Interested and qualified? Go to FirstRand Group on www.firstrandjobs.mobi to apply

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