Private Client Advisor C at FirstRand Group September, 2023

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- Private Client Advisor C at FirstRand Group
Posted: Sep 28, 2023

Expires: 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
- Job Type Full Time
- Qualification Bachelors
- Experience 3 - 5 years
- Location Gauteng
- City Jagersfontein
- Job Field Banking
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
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Method of Application

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

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Private Client Advisor C at FirstRand Group

Private Client Advisor C

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Private Client Advisor C at FirstRand Group

Private Client Advisor C

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