Private Client Wealth Advisor

FirstRand Bank India; George; Presencial; ZAR 600.000 - 1.000.000; Jornada completa

Descripción de la vacante

FNB in George, part of FirstRand Group, invites experienced Private Banking professionals to join our Advisory Team. You will deliver holistic financial advice and wealth solutions to a growing portfolio of private clients, focusing on value creation, risk management, and client retention.

As part of the Private Banking and Advisory Team, you’ll collaborate across groups to tailor products, ensure regulatory compliance, and drive revenue growth while delivering exceptional client service and

Formación

• Requires formal qualification in Finance, Economics or Accounting with RE5 and CFP relevance.
• Experience in banking, investment, wealth management or advisory roles.
• Strong understanding of money management principles and regulatory requirements.

Responsabilidades

• Achieve revenue and profit targets by growing portfolio base and offering holistic advice.
• Identify opportunities for revenue growth and cross-sell suitable solutions.
• Provide banking and financial solutions across an allocated client portfolio.
• Support local and offshore fiduciary opportunities and client philanthropy.
• Ensure compliance with legislative and audit requirements and internal processes.
• Build relationships across teams to enhance delivery and innovation.
• Conduct client reviews and promote financial services offerings.

Conocimientos

Portfolio management

Financial advisory

Client relationship management

Regulatory knowledge

Project management

Educación

NQF7 Degree in Finance/Economics/Accounting

RE5 qualification

CFP (Certified Financial Planner)

Descripción del empleo

FNB in George, part of FirstRand Group, invites experienced Private Banking professionals to join our Advisory Team. You will deliver holistic financial advice and wealth solutions to a growing portfolio of private clients, focusing on value creation, risk management, and client retention.

As part of the Private Banking and Advisory Team, you’ll collaborate across groups to tailor products, ensure regulatory compliance, and drive revenue growth while delivering exceptional client service and