Holistic Private Wealth Advisor | Client Growth

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

Job summary

FirstRand Limited is recruiting a Private Wealth Advisor in Johannesburg. The role focuses on delivering wealth creation, accumulation and protection strategies, aligned to client goals and regulatory standards. You will identify fiduciary opportunities and provide holistic financial solutions across a portfolio of clients.

You will work with cross-functional teams to enhance service delivery, retain clients and achieve revenue targets while upholding organisational values and quality standards.

Qualifications

• Knowledge of fiduciary planning and regulatory requirements.
• Ability to build long-term client relationships and cross-sell solutions.
• Experience in wealth management or private banking is a plus.

Responsibilities

• Identify local and offshore fiduciary opportunities and advise clients on philanthropy.
• Provide private banking and financial solutions across an allocated client portfolio.
• Develop relationships across teams to drive revenue growth and client retention.
• Ensure compliance with legislative and audit requirements and internal processes.
• Conduct client reviews and market financial services solutions to clients.

Skills

Fiduciary opportunities

Client relationship

Sales target attainment

Education

Finance/Commerce degree

Job description

FirstRand Limited is recruiting a Private Wealth Advisor in Johannesburg. The role focuses on delivering wealth creation, accumulation and protection strategies, aligned to client goals and regulatory standards. You will identify fiduciary opportunities and provide holistic financial solutions across a portfolio of clients.

You will work with cross-functional teams to enhance service delivery, retain clients and achieve revenue targets while upholding organisational values and quality standards.