Overview 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 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. Ensure growth and increase in customer base by managing existing clients, generating new leads and growing 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. Qualifications 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. Opportunities & Benefits Access to opportunities to network and collaborate. Earn basic guaranteed rewards with uncapped earning potential. Opportunities to innovate. EEO & Compliance 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 can disclose disability information on a voluntary basis; information will be kept confidential unless required by law to disclose to other parties. Notes This advertisement may not reflect an active vacancy. We are gathering applications to build a talent pool for future opportunities. By submitting your application, you may be considered for similar roles that may become available. #J-18808-Ljbffr