Private Client Advisor

FNB South Africa; Pretoria; On-site; ZAR 350,000 - 500,000; Full time

Job summary

FirstRand Group in Pretoria seeks a seasoned financial advisory professional to provide private client services focused on foundational wealth creation, accumulation and protection strategies. You will enhance client engagement and loyalty by applying Money Management principles, driving growth in VSI, and fostering long-term retention.

Must have RE5, at least 2 years advisory experience, and NQF level 7 FSCA approved.

Qualifications

• Must have RE5.
• Must have at least 2 years advisory experience.
• Must have an NQF level 7 FSCA approved.

Responsibilities

• Contribute to the development of larger overall area budget
• Develop the budget for the next financial year for area of responsibility taking all operational plans into consideration
• Research and design a longer term financial resource requirement plan for the area of responsibility
• Present the business case to motivate for financial resources
• Analyse and develop implementation plans against the forecasted financial budget
• Develop tactical budget for area of responsibility that minimise expenditure and manage costs
• Control the budget for area including the authorisation of expenditures and implementation of financial regulations
• Build relationships that allow for the managing of expectations; the sharing of knowledge and diverse insights; and the creation of buy-in
• Engage in cross-functional relationships to obtain and to provide work support
• Contribute to sustaining a competitive edge through external networking, benchmarking and representation on related forums
• Apply a customer-centric approach that focuses on creating a positive experience for the customer by maximizing service and/or product offerings and building relationships
• Ensure that the customer is at the centre of the business philosophy, operations and ideas
• Provide input into, and implement, corporate governance, compliance, integrity and ethics policies in area of accountability to identify and manage risk exposure
• Stays abreast of relevant industry risk management best practices and legislative amendments and suggests ways to leverage these to ensure continuous improvement
• Creates risk awareness and manages audit findings
• Participate in Group risk forums where required and cascades relevant information through team
• Brainstorm, identify, implement and drive innovative best practice ideas within the organisation to ensure increased efficiencies
• Create and participate in specialist communities of practice and represents the organisation at Group and industry level to share best practice insights and solutions
• Drive strategic projects, change management and platform integration across operations
• Leverage Group capability to exploit opportunities
• Ensure and encourage adherence to an operational framework of policies and procedures
• Execute defined business strategy by translating it into the business operations
• Communicate policy modification, objective achievement progress and critical success factors to impacted stakeholders
• Ensure the development and implementation of multiple practices in alignment with operational policy and procedural frameworks
• Identify interconnected problems, determine its impact and use to develop best fit alternatives; driving best practice solutions
• Be aware of, and responsive to local conditions
• Influence the development of appropriate organisational structures, capacity and delivery systems. Identify development needs and select effective solutions to address personal development gaps to facilitate self improvement
• Develop and implement a personal development plan
• Demonstrate a commitment to continuous personal improvement as a life-long learner and encourage the same in others
• Share information and empower others to act
• Acts as a role model for continuous professional development in area of expertise
• Lead a development culture where information regarding successes, issues, trends and ideas are actively shared
• Build and sustain collaborative working relationships with relevant peers and stakeholders to achieve productivity synergies
• Lead specialist communities of practice and contribute positively to own and organisational knowledge improvement
• Drive strategic projects, change management and platform integration across operations
• Leverage Group capability to exploit opportunities
• Ensure and encourage adherence to an operational framework of policies and procedures
• Execute defined business strategy by translating it into the business operations
• Communicate policy modification, objective achievement progress and critical success factors to impacted stakeholders
• Ensure the development and implementation of multiple practices in alignment with operational policy and procedural frameworks
• Identify interconnected problems, determine its impact and use to develop best fit alternatives; driving best practice solutions
• Be aware of, and responsive to local conditions
• Influence the development of appropriate organisational structures, capacity and delivery systems. Identify development needs and select effective solutions to address personal development gaps to facilitate self improvement
• Develop and implement a personal development plan
• Demonstrate a commitment to continuous personal improvement as a life-long learner and encourage the same in others
• Share information and empower others to act
• Acts as a role model for continuous professional development in area of expertise
• Lead a development culture where information regarding successes, issues, trends and ideas are actively shared
• Build and sustain collaborative working relationships with relevant peers and stakeholders to achieve productivity synergies
• Lead specialist communities of practice and contribute positively to own and organisational knowledge improvement

Skills

Budgeting

Financial analysis

Stakeholder engagement

Risk management

Leadership

Cross-functional collaboration

Education

RE5

NQF Level 7 FSCA approved

Job description

Job Description

To provide an exceptional experience to private clients focused on foundational wealth creation, accumulation, and protection strategies. Enhance client engagement and loyalty by applying contextual Money Management principles, driving growth in the Vertical Sales Index (VSI), and fostering long-term client retention and entrenchment.

Job Description

To provide an exceptional experience to private clients focused on foundational wealth creation, accumulation, and protection strategies. Enhance client engagement and loyalty by applying contextual Money Management principles, driving growth in the Vertical Sales Index (VSI), and fostering long-term client retention and entrenchment.

Must have RE5

Must have at least 2 years advisory experience

Must have an NQF level 7 FSCA approved

• Contribute to the development of larger overall area budget


• Develop the budget for the next financial year for area of responsibility taking all operational plans into consideration


• Research and design a longer term financial resource requirement plan for the area of responsibility


• Present the business case to motivate for financial resources


• Analyse and develop implementation plans against the forecasted financial budget


• Develop tactical budget for area of responsibility that minimise expenditure and manage costs


• Control the budget for area including the authorisation of expenditures and implementation of financial regulations.


• Build relationships that allow for the managing of expectations; the sharing of knowledge and diverse insights; and the creation of buy-in


• Engage in cross-functional relationships to obtain and to provide work support


• Contribute to sustaining a competitive edge through external networking, benchmarking and representation on related forums


• Apply a customer-centric approach that focuses on creating a positive experience for the customer by maximizing service and/or product offerings and building relationships.


• Ensure that the customer is at the centre of the business philosophy, operations and ideas.


• Provide input into, and implement, corporate governance, compliance, integrity and ethics policies in are of accountability to identify and manage risk exposure


• Stays abreast of relevant industry risk management best practices and legislative amendments and suggests ways to leverage these to ensure continuous improvement


• Creates risk awareness and manages audit findings


• Participate in Group risk forums where required and cascades relevant information through team


• Brainstorm, identify, implement and drive innovative best practice ideas within the organisation to ensure increased efficiencies


• Create and participate in specialist communities of practice and represents the organisation at Group and industry level to share best practice insights and solutions


• Drive strategic projects, change management and platform integration across operations


• Leverage Group capability to exploit opportunities


• Ensure and encourage adherence to an operational framework of policies and procedures


• Execute defined business strategy by translating it into the business operations


• Communicate policy modification, objective achievement progress and critical success factors to impacted stakeholders


• Ensure the development and implementation of multiple practices in alignment with operational policy and procedural frameworks


• Identify interconnected problems, determine its impact and use to develop best fit alternatives; driving best practice solutions


• Be aware of, and responsive to local conditions


• Influence the development of appropriate organisational structures, capacity and delivery systems. Identify development needs and select effective solutions to address personal development gaps to facilitate self improvement


• Develop and implement a personal development plan


• Demonstrate a commitment to continuous personal improvement as a life-long learner and encourage the same in others


• Share information and empower others to act


• Acts as a role model for continuous professional development in area of expertise


• Lead a development culture where information regarding successes, issues, trends and ideas are actively shared


• Build and sustain collaborative working relationships with relevant peers and stakeholders to achieve productivity synergies


• Lead specialist communities of practice and contribute positively to own and organisational knowledge improvement

22/09/26

All appointments will be made in line with FirstRand Group's Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.