Holistic Private Wealth Advisor

Wesbank; Johannesburg; On-site; ZAR 800,000 - 1,100,000; Full time

Job summary

FirstRand is seeking an experienced Private Wealth advisor to deliver holistic financial solutions and education to a high-net-worth client base within its Private Banking and Advisory Team.

You will drive client retention, leverage Money Management principles, and collaborate across FRG to deliver tailored wealth strategies while ensuring regulatory compliance and superior service standards.

Qualifications

• Relevant NQF7 level degree in Finance, Economics or Accounting.
• RE5 qualification required; CFP preferred.
• 3–5 years in Banking, Investment, Financial Planning, Wealth Management or related client-facing roles.

Responsibilities

• Grow revenue by providing holistic wealth management solutions.
• Deliver independent advice across a client portfolio.
• Ensure compliance with regulatory and internal policies.
• Engage in client reviews and promote cross-sell opportunities.
• Build trusted relationships across FRG and internal teams.

Skills

Wealth management

Client relationship mgmt

Regulatory knowledge

Market awareness

Education

NQF7 Finance/Economics/Accounting

RE5 qualification

CFP (preferred)

Job description

FirstRand is seeking an experienced Private Wealth advisor to deliver holistic financial solutions and education to a high-net-worth client base within its Private Banking and Advisory Team.

You will drive client retention, leverage Money Management principles, and collaborate across FRG to deliver tailored wealth strategies while ensuring regulatory compliance and superior service standards.