FirstRand Corporate Centre

Private Clients Advisor

FirstRand Corporate Centre  •  Johannesburg, ZA (Onsite)  •  5 days ago
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Job Description

Welcome to FNB, the home of the #changeables.

We design for the shapeshifters and deliver products and services that make us incredibly proud of people that make it happen.

Now’s the time to imagine your potential in a team where experts come together and ignite effective change.

Are you someone who can:

  • Proactively grow the balance sheet of an allocated customer, deliver exceptional experience and education to portfolio of clients on wealth creation?
  • Deliver exceptional experience and education to portfolio of clients on wealth creation?
  • Increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principles?

You will be an ideal candidate if you:

  • 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.

You will have access to:

  • Opportunities to network and collaborate.
  • Earn basic guaranteed rewards with uncapped earning potential.
  • Participate in planned activities that are appropriate for own development.

You will be an ideal candidate if you:

  • 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.

We can be a match if you are:

  • 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.
  • Conduct digital client reviews within the context of client engagements.
  • Consult with SMEs on complex products to provide appropriate product advise.
  • Execute on opportunities to expand our customer base with creditworthy and potentially profitable customers.
  • Provide appropriate banking and financial solutions across an allocated portfolio of clients.
  • 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.

#LI-NK3

#POST

#FNB

Are you interested to take the step? We look forward to engaging with you further. Apply now!

Additional Requirements - In accordance with National Credit Act (NCA) candidates applying for this role will require a credit record check.

All appointments will be made in line with the Bank’s Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. 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.

Important Closing Date Note

Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.

30/05/26

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.

FirstRand Corporate Centre

About FirstRand Corporate Centre

The FirstRand Corporate Centre houses many of the critical functions required by a large and complex financial services group. The Corporate Centre’s stakeholders are external, such as regulators, shareholders, global developmental institutions and government; and also internal, mainly the market-leading businesses that service the group’s customers. These critical functions cover risk, compliance, governance, internal audit, treasury, finance and tax amongst many others. They require deep specialist and technical skills and ultimately represent the custodianship of the FirstRand group’s licence to operate.

Employees of the Corporate Centre develop a very unique perspective of the group because nowhere else can you own or be part of a mandate that operates across the portfolio. This allows for both big picture thinking and operational learning. It is also a great place to drive collaboration and a place to have a significant impact.

The Corporate Centre has adopted a blended approach to working, with a focus on balancing remote working and connections with colleagues in the workplace. Face-to-face interactions remain important to its way of working as these connections protect the business’s social capital, which is key to ensuring that FirstRand’s unique culture stays alive and continues to thrive.

Industry
Finance & Insurance
Company Size
1,001-5,000 employees
Headquarters
Sandton, ZA
Year Founded
Unknown
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