Elite Private Wealth Advisor (Hybrid)

FirstRand Corporate Centre; Polokwane; Hybrid; ZAR 600,000 - 1,200,000; Full time

Benefits offered by this job

Performance bonus

Hybrid work

Wellbeing focus

Coaching & mentoring

Lifelong learning

Job summary

FirstRand Group in South Africa seeks a Wealth Manager for Private Wealth and Advisory to advise high‑net‑worth clients on bespoke wealth solutions, aiming to grow client relationships and sales within the FirstRand investment framework.

You will develop plans in cash management, investments, estate planning, and risk protection, delivering regular client reports while maintaining high standards of professional advice and compliance in a hybrid working environment.

Qualifications

• A FSCA approved degree in Finance, Investment, Economics, or related field.
• CFP designation.
• 3–5 years’ experience as a Wealth Manager advising high-income / high-net-worth clients.
• Solid experience in providing custom built solutions to wealth portfolios at a managerial level.
• Proven record of achieving sales and production targets in an advisory environment.
• Wealth Manager will have CAT 1 licenses; CAT 2 licenses would be an advantage.

Responsibilities

• Achieve sales targets by identifying opportunities in client base to advise on FirstRand investment and risk solutions.
• Inform and educate clients to ensure retention, increase sales revenue, and expand client base.
• Analyse client financial information to develop financial plans or proposals using the correct tools.
• Formulate proposals in cash management, risk, investments, estate planning, or other areas to meet client goals.
• Provide regular client reports against SLAs.
• Ensure high quality advice aligned with FirstRand investment philosophy and approved matrix.
• Develop networks and alliances to grow internal support bases.
• Maintain strong relationships and contribute to competitive edge through networking.

Skills

Wealth management

High-net-worth advisory

Client relationship

CAT licenses

Education

FSCA approved degree

CFP designation

Job description

FirstRand Group in South Africa seeks a Wealth Manager for Private Wealth and Advisory to advise high‑net‑worth clients on bespoke wealth solutions, aiming to grow client relationships and sales within the FirstRand investment framework.

You will develop plans in cash management, investments, estate planning, and risk protection, delivering regular client reports while maintaining high standards of professional advice and compliance in a hybrid working environment.