Elite Private Wealth Advisor for HNW Clients

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

Job summary

FirstRand Limited’s RMB Private Wealth division in Stellenbosch seeks a Private Wealth Advisor to deliver education and wealth creation strategies to HNW clients, enhancing client retention and VSI through Money Management principles.

You will advise on wealth creation and protection, identify fiduciary opportunities, and align strategies with regulatory requirements while maintaining exceptional client service and cross-team collaboration.

Qualifications

• 3 to 5 years' experience in Banking, Investment, Financial Planning, Wealth Management, and client-facing environment.
• Knowledge of wealth management creation and accumulation.
• Knowledge of Banking and Financial Services Regulatory requirements.

Responsibilities

• Achieve revenue and profit targets by growing portfolio base and providing independent holistic advice.
• Identify opportunities for revenue growth to deliver on sales targets.
• Provide banking and financial solutions across an allocated portfolio of clients.
• Conduct client reviews within engagements and market financial services solutions.
• Build cross-team collaboration to enhance delivery, and comply with processes.

Education

NQF7 Degree in Finance, Economics or Accounting

RE5 qualification

Certified Financial Planner (CFP)

Job description

FirstRand Limited’s RMB Private Wealth division in Stellenbosch seeks a Private Wealth Advisor to deliver education and wealth creation strategies to HNW clients, enhancing client retention and VSI through Money Management principles.

You will advise on wealth creation and protection, identify fiduciary opportunities, and align strategies with regulatory requirements while maintaining exceptional client service and cross-team collaboration.