Job Description To deliver exceptional experience and education to Private Wealth 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. Responsibilities 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. Qualifications and Eligibility 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. What We Offer Opportunities to network and collaborate. Earn basic guaranteed rewards with uncapped earning potential. Opportunities to innovate. Ideal Candidate Traits 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 – driven by wanting to know more and learn more and 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. 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. Candidates may disclose disability information voluntarily; the Bank will keep this confidential unless required by law. #J-18808-Ljbffr