Elite Private Wealth Advisor for Affluent Clients

Fnbnamibia; George; On-site; ZAR 540,000 - 900,000; Full time

Job summary

FirstRand Group, including RMB and First National Bank, is seeking a Wealth Advisor to deliver holistic financial advice and solutions to a portfolio of affluent clients. You will drive revenue growth, ensure regulatory compliance, and collaborate across the FirstRand group to enhance client experience.

The role requires 3–5 years in Banking/Investment/Wealth Management, RE5, and preferably CFP. You will manage fiduciary opportunities and align with group standards while building long-term

Qualifications

• 3–5 years’ experience in Banking, Investment or Wealth Management.
• NQF7 Degree in Finance/Economics/Accounting.
• RE5 qualification required.
• CFP preferred.
• Knowledge of money management and wealth solutions.
• Regulatory and audit requirements familiarity.

Responsibilities

• Grow portfolio base and achieve revenue targets.
• Provide holistic financial advice and suitable solutions.
• Identify fiduciary opportunities and client philanthropy.
• Ensure compliance with regulatory and audit requirements.
• Build relationships across teams and FirstRand group.
• Deliver excellent client reviews and service standards.

Skills

Revenue growth

Client advisory

Portfolio management

Financial products

Regulatory compliance

Collaboration

Project management

Education

NQF7 Degree

RE5 qualification

CFP (preferred)

Tools

CRM systems

Banking platforms

Job description

FirstRand Group, including RMB and First National Bank, is seeking a Wealth Advisor to deliver holistic financial advice and solutions to a portfolio of affluent clients. You will drive revenue growth, ensure regulatory compliance, and collaborate across the FirstRand group to enhance client experience.

The role requires 3–5 years in Banking/Investment/Wealth Management, RE5, and preferably CFP. You will manage fiduciary opportunities and align with group standards while building long-term