{"id":2087741,"url":"https://alion.io/job/firstrand-private-client-advisor-16","title":"Private Client Advisor-16","company":{"id":4436,"name":"FirstRand","domain":"firstrand.co.za","url":"https://alion.io/company/firstrand","size_band":"1001-5000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workday","truth_index":null},"role":"Sales","role_family":"Sales","seniority":"middle","employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Pretoria, South Africa"],"countries":["ZA"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":17500,"max_usd":34000,"period":"year","method":"role_seniority_country_remote_cell","sample_n":29},"experience_years_min":3,"visa_sponsorship":false,"relocation_package":false,"has_equity":true,"technologies":[],"status":"live","first_seen_at":"2026-10-08T13:07:38Z","employer_posted_date":"2026-10-08","last_verified_at":"2026-10-13T22:06:45Z","board_verified":true,"closed_at":null,"days_open":5,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":5},"description":"Job Description\nTo provide an exceptional experience to private clients focused on foundational wealth creation, accumulation, and protection strategies. Enhance client engagement and loyalty by applying contextual Money Management principles, driving growth in the Vertical Sales Index (VSI), and fostering long-term client retention and entrenchment.Must have RE5\nMust have a FSCA approved qualification (NQF LEVEL 7)\nMust have at least 3 years advisory experience\nContribute to the development of larger overall area budget\nDevelop the budget for the next financial year for area of responsibility taking all operational plans into consideration\nResearch and design a longer term financial resource requirement plan for the area of responsibility\nPresent the business case to motivate for financial resources\nAnalyse and develop implementation plans against the forecasted financial budget \nDevelop tactical budget for area of responsibility that minimise expenditure and manage costs \nControl the budget for area including the authorisation of expenditures and implementation of financial regulations.\nBuild relationships that allow for the managing of expectations; the sharing of knowledge and diverse insights; and the creation of buy-in \nEngage in cross-functional relationships to obtain and to provide work support\nContribute to sustaining a competitive edge through external networking, benchmarking and representation on related forums\nApply a customer-centric approach that focuses on creating a positive experience for the customer by maximizing service and/or product offerings and building relationships.\nEnsure that the customer is at the centre of the business philosophy, operations and ideas.\nProvide input into, and implement, corporate governance, compliance, integrity and ethics policies in are of accountability to identify and manage risk exposure\nStays abreast of relevant industry risk management best practices and legislative amendments and suggests ways to leverage these to ensure continuous improvement\nCreates risk awareness and manages audit findings\nParticipate in Group risk forums where required and cascades relevant information through team\nBrainstorm, identify, implement and drive innovative best practice ideas within the organisation to ensure increased efficiencies\nCreate and participate in specialist communities of practice and represents the organisation at Group and industry level to share best practice insights and solutions \nDrive strategic projects, change management and platform integration across operations\nLeverage Group capability to exploit opportunities\nEnsure and encourage adherence to an operational framework of policies and procedures\nExecute defined business strategy by translating it into the business operations\nCommunicate policy modification, objective achievement progress and critical success factors to impacted stakeholders\nEnsure the development and implementation of multiple practices in alignment with operational policy and procedural frameworks\nIdentify interconnected problems, determine its impact and use to develop best fit alternatives; driving best practice solutions\nBe aware of, and responsive to local conditions\nInfluence the development of appropriate organisational structures, capacity and delivery systems. Identify development needs and select effective solutions to address personal development gaps to facilitate self improvement\nDevelop and implement a personal development plan\nDemonstrate a commitment to continuous personal improvement as a life-long learner and encourage the same in others\nShare information and empower others to act\nActs as a role model for continuous professional development in area of expertise\nLead a development culture where information regarding successes, issues, trends and ideas are actively shared\nBuild and sustain collaborative working relationships with relevant peers and stakeholders to achieve productivity synergies\nLead specialist communities of practice and contribute positively to own and organisational knowledge improvement\n#POST\nImportant Closing Date Note\nTake note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.\n15/10/26All 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.","description_format":"text","description_chars":4675,"description_truncated":false,"requirements":{"experience_years_min":3,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[]},"benefits":["Equity","Professional development"],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Commercial & Retail Banks","Investment Banking & M&A Advisory","Leasing, Auto & Equipment Finance"],"lifecycle":[{"event":"open","at":"2026-10-08T13:07:38Z"}],"visa":[],"liveness":{"score":80,"band":"hot","label":"Hiring now","p_open":1,"p_active":0.852,"p_room":0.945,"age_days":5,"expected_fill_days":11,"reasons":["conf:8","velocity","win:mid"],"computed_at":"2026-10-14T06:34:16Z"},"pay":null,"html_url":"https://alion.io/job/firstrand-private-client-advisor-16","json_url":"https://alion.io/job/firstrand-private-client-advisor-16.json","meta":{"generated_at":"2026-10-14T09:20:45Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":10432,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-15T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":4436},"rest":"https://alion.io/mcp/rest/get_company?id=4436"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Ffirstrand-private-client-advisor-16"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Ffirstrand-private-client-advisor-16"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Ffirstrand-private-client-advisor-16"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/firstrand-private-client-advisor-16\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Ffirstrand-private-client-advisor-16"}]}