Company logo
FirstRand Corporate Centre: Private Wealth Advisor
Industries: Accounting/finance, Actuarial, Banking, Financial services, Insurance, Investment management, Tax
Umhlanga, KwaZulu-Natal, South Africasalary iconMarket RelatedFull TimeOn Site
Summary
This role focuses on delivering wealth education to clients while managing a leads pipeline effectively. The advisor will work to increase the vertical sales index and ensure compliance with all relevant regulations, providing tailored financial solutions to meet client needs.
Desired Expertise or Qualifications
  • FAIS category signed off
  • NQF level 7 Degree
  • RE5 Regulatory Compliance Certificate
Benefits
  • Networking opportunities
  • Opportunities to innovate
  • Uncapped earning potential
Candyees
Company logo
FirstRand Corporate Centre: Private Wealth Advisor
Industries: Accounting/finance, Actuarial, Banking, Financial services, Insurance, Investment management, Tax
Umhlanga, KwaZulu-Natal, South Africasalary iconMarket RelatedFull TimeOn Site
Summary
This role focuses on delivering wealth education to clients while managing a leads pipeline effectively. The advisor will work to increase the vertical sales index and ensure compliance with all relevant regulations, providing tailored financial solutions to meet client needs.
Desired Expertise or Qualifications
  • FAIS category signed off
  • NQF level 7 Degree
  • RE5 Regulatory Compliance Certificate
Benefits
  • Networking opportunities
  • Opportunities to innovate
  • Uncapped earning potential
BETA: 1.1.0.2 |
BL: 1.1.0.2