{"id":1966821,"url":"https://alion.io/job/firstrand-private-client-advisor-2","title":"Private Client Advisor","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":["Stellenbosch, South Africa"],"countries":["ZA"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":18000,"max_usd":34000,"period":"year","method":"role_seniority_country_remote_cell","sample_n":23},"experience_years_min":3,"visa_sponsorship":false,"relocation_package":false,"has_equity":true,"technologies":[],"status":"live","first_seen_at":"2026-10-06T17:43:55Z","employer_posted_date":"2026-10-06","last_verified_at":"2026-10-08T20:29:02Z","board_verified":true,"closed_at":null,"days_open":2,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":2},"description":"Job Description\nTo deliver exceptional experience and education to RMB Affluent 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.We are RMB\nRMB is a leading African Corporate and Investment Bank (CIB). We partner our clients to deliver advisory, lending, trading, securities, corporate banking, private equity and investment solutions. We represent the CIB activities of FirstRand Limited - one of the largest financial services groups in Africa.\nAre you someone who can:\nAchieve revenue and profit targets by growing portfolio base, providing independent holistic advice and solutions that ensure revenue and profit growth.\nIdentify and utilise opportunities for revenue growth to deliver on sales targets.\nProvide appropriate banking and financial solutions across an allocated portfolio of clients.\nIdentify Local and Offshore fiduciary opportunities and advise on client philanthropy.\nEnsure compliance to legislative and audit requirements and adherence to relevant processes.\nBuild working relationships across teams and functional lines to enhance work delivery, collaboration, and innovation.\nDevelop, encourage and nurture collaborative relationships within RMB and/or across the First Rand Group (FRG).\nConduct client reviews within the context of client engagements and market all financial services solutions within the relevant business offering\nParticipate in planned activities that are appropriate for own development.\nDeliver customer experience excellence in own service delivery aligned to Organisational values and service standards.\nDeliver internal and external customer service excellence through adherence to quality service standards.\nPrevent wastage and identify process improvements to contain and reduce costs.\nYou will be an ideal candidate if you:\nRelevant NQF7 Level Degree in Finance, Economics or Accounting.\nCompleted RE5 qualification.\nPreferred Qualification - Certified Financial Planner (CFP)\nExperience - 3 to 5 years’ experience in a Banking, Investment, Financial Planning, Wealth Management, and client facing environment.\nFull understanding of money management principles\nCandidates are required to have sign-off on the following sub-categories:1.3 Long-Term Insurance subcategory B1\n1.4 Long-Term Insurance subcategory C\n1.5 Retail Pension Benefits\n1.14 Participatory Interests in a Collective Investment Scheme\n1.17 Long-term Deposits\n1.18 Short-term Deposits\n1.22 Long-term Insurance subcategory B1-A\n\nSound working knowledge of required business-related systems.\nSound working knowledge of Banking and Financial Services Regulatory requirements.\nKnowledge on wealth management creation and accumulation\nWealth protection or risk knowledge\nExcellent project management skills and able to plan and organize work independently.\nProven track record in servicing a portfolio of clients and in acquisition of new relationships.\nExcellent knowledge of global financial markets and current affairs\nAbility to match client needs with appropriate product solutions.\nSound knowledge of the Bank's risk and other mandates to ensure exercising good commercial judgment while representing the Bank's and the shareholders’ interests always.\nAdditional Requirements\nIn accordance with National Credit Act (NCA) candidates applying for this role will require a credit record check.\n#FNB\n#LI-AA1\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.\n13/10/26All 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":4086,"description_truncated":false,"requirements":{"experience_years_min":3,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":false},"security_clearance":false,"languages":[]},"benefits":["Equity"],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Commercial & Retail Banks","Investment Banking & M&A Advisory","Leasing, Auto & Equipment Finance"],"lifecycle":[{"event":"open","at":"2026-10-06T17:43:55Z"}],"visa":[],"liveness":{"score":99,"band":"hot","label":"Hiring now","p_open":1,"p_active":0.993,"p_room":1,"age_days":1,"expected_fill_days":25,"reasons":["conf:0","wave","velocity","win:early"],"computed_at":"2026-10-08T05:49:30Z"},"pay":null,"html_url":"https://alion.io/job/firstrand-private-client-advisor-2","json_url":"https://alion.io/job/firstrand-private-client-advisor-2.json","meta":{"generated_at":"2026-10-09T01:11:16Z","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","counted_by":"address","units_charged":1,"used_today":1855,"day_limit":5000,"remaining_today":3145,"minute_limit":60,"resets_at":"2026-10-10T00:00:00Z"}},"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-2"},{"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-2"},{"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-2"},{"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-2\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Ffirstrand-private-client-advisor-2"}]}