Holistic Private Wealth Growth Advisor

Firstrand Bank Limited; Noord-Kaap; On-site; ZAR 360,000 - 600,000; Full time

Job summary

Firstrand Bank Limited seeks to deliver an exceptional experience for Private Wealth clients by focusing on foundational strategies for wealth creation, accumulation, and protection. The role applies Money Management principles to deepen client engagement, VSI growth, and long-term client retention and entrenchment.

The position involves identifying fiduciary opportunities, advising on philanthropy, and delivering tailored financial solutions within an allocated client portfolio.

Responsibilities

• Identify Local and Offshore fiduciary opportunities and advise on client philanthropy.
• Participate in planned activities that are appropriate for own development.
• Build working relationships across teams and functional lines to enhance work delivery, collaboration and innovation.
• Identify and utilise opportunities for revenue growth to deliver on sales targets.
• Provide appropriate banking and financial solutions across an allocated portfolio of clients.
• Develop, encourage and nurture collaborative relationships across the FRG.
• Ensure compliance to legislative and audit requirements and adherence to relevant processes.
• Conduct client reviews within the context of client engagements and market all financial services solutions within the relevant business offering.
• Deliver customer experience excellence in own service delivery aligned to Organisational values and service standards.
• Deliver internal and external customer service excellence through adherence to quality service standards.
• Prevent wastage and identify process improvements to contain and reduce costs.
• Achieve revenue and profit targets by growing portfolio base, providing independent holistic advice and solutions that ensure revenue and profit growth.

Job description

Firstrand Bank Limited seeks to deliver an exceptional experience for Private Wealth clients by focusing on foundational strategies for wealth creation, accumulation, and protection. The role applies Money Management principles to deepen client engagement, VSI growth, and long-term client retention and entrenchment.

The position involves identifying fiduciary opportunities, advising on philanthropy, and delivering tailored financial solutions within an allocated client portfolio.