Elite Private Wealth Advisor

FirstRand Bank Limited; Stellenbosch; On-site; ZAR 600,000 - 900,000; Full time

Job summary

FirstRand Bank Limited in South Africa seeks an experienced Wealth Advisor to deliver holistic money management guidance to RMB Affluent clients. You will grow a responsible portfolio, provide independent advice, and ensure compliance within a dynamic banking environment.

With a relevant degree and RE5, CFP preferred, 3–5 years in Banking/Wealth Management, you will leverage deep product knowledge and market insight to tailor solutions and strengthen client relationships across the FRG.

Qualifications

• Relevant NQF7 Level Degree in Finance, Economics or Accounting.
• RE5 qualification is required.
• Preferred: Certified Financial Planner (CFP).
• 3–5 years’ experience in Banking, Investment, Wealth Management or client-facing roles.
• Solid understanding of money management principles and risk awareness.

Responsibilities

• Achieve revenue and profit targets by growing an allocated client portfolio.
• Provide holistic advice and financial solutions to increase VSI and retention.
• Ensure compliance with regulatory requirements and internal controls.
• Develop relationships across RMB and FRG to enhance delivery.
• Conduct client reviews and market financial services solutions to clients.

Skills

Portfolio management

Client relationships

Project management

Financial product knowledge

Regulatory compliance

Education

NQF7 Finance/Economics/Accounting degree

Job description

FirstRand Bank Limited in South Africa seeks an experienced Wealth Advisor to deliver holistic money management guidance to RMB Affluent clients. You will grow a responsible portfolio, provide independent advice, and ensure compliance within a dynamic banking environment.

With a relevant degree and RE5, CFP preferred, 3–5 years in Banking/Wealth Management, you will leverage deep product knowledge and market insight to tailor solutions and strengthen client relationships across the FRG.