Job Overview Deliver exceptional experience and education to Private Wealth clients on basic wealth creation, accumulation and protection tactics, while driving client retention and increasing the vertical sales index (VSI) through contextual money‑management principles. Responsibilities Understand and market all financial services solutions within the relevant business offering. Assist with profit growth by ensuring effective management of the leads pipeline. Produce consistently high‑quality outputs within agreed deadlines. Ensure growth and increase in customer base by managing existing clients, generating new leads and expanding active accounts. Comply with all statutory, legislative, policy and governance requirements and implement related processes and procedures. Qualifications Relevant NQF level7 FSCA‑approved degree. RE5 regulatory compliance certificates with relevant Class of Business experience. Three to five years’ experience in a sales/service area within a financial environment. Signed‑off FAIS categories. Ability to build trust‑based relationships and a curiosity to continually learn and master the role. Equal Employment Opportunity 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 are invited to disclose disability information on a voluntary basis; such information is kept confidential unless required be disclosed by law. #J-18808-Ljbffr