Private Clients Advisor

FirstRand Bank Limited; George; On-site; ZAR 720,000 - 960,000; Full time

Job summary

FirstRand Bank Limited, part of the Private Banking and Advisory Team in South Africa, focuses on wealth creation, accumulation and protection strategies for Private Clients. The role centers on delivering independent, holistic advice and solutions to grow revenue while ensuring client retention and compliance with regulatory standards.

Ideal candidates hold a finance-related NQF7 degree, RE5, CFP (preferred), and 3–5 years' experience in banking or wealth management.

Qualifications

• NQF7 level degree in Finance, Economics or Accounting.
• Completed RE5 qualification.
• CFP certification is preferred.
• 3 to 5 years' experience in Banking, Investment, Financial Planning, Wealth Management and client-facing environment.
• Full understanding of money management principles.

Responsibilities

• Achieve revenue and profit targets by growing portfolio base and providing holistic advice.
• Identify opportunities for revenue growth to meet sales targets.
• Provide banking and financial solutions across an allocated client portfolio.
• Identify fiduciary opportunities and advise on philanthropy.
• Ensure compliance with regulatory and audit requirements.
• Collaborate across teams to enhance delivery, collaboration, and innovation.
• Develop relationships within FNB and FRG.
• Conduct client reviews and market financial services solutions.
• Participate in activities for personal development.
• Deliver customer experience excellence and service standards.
• Prevent wastage and identify cost-reduction opportunities.

Skills

Financial advisory

Portfolio management

Client relationship

Project management

Education

NQF7 degree in Finance/Economics/Accounting

RE5 qualification

CFP (preferred)

Job description

Job Description

To deliver exceptional experience and education to Private Clients on basic wealth creation, accumulation and overall protection tactics to increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principles. FNB introduction Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us incredibly proud of people that make it happen. As part of our Private Banking and Advisory Team, you will be surrounded by unique talent, diverse minds, and an adaptable environment that lives up to the promise of staying curious. Now's the time to imagine your potential in a team where experts come together and ignite effective change.

Job Responsibilities

• Achieve revenue and profit targets by growing portfolio base, providing independent holistic advice and solutions that ensure revenue and profit growth.
• Identify and utilise opportunities for revenue growth to deliver on sales targets.
• Provide appropriate banking and financial solutions across an allocated portfolio of clients.
• Identify Local and Offshore fiduciary opportunities and advise on client philanthropy.
• Ensure compliance to legislative and audit requirements and adherence to relevant processes.
• Build working relationships across teams and functional lines to enhance work delivery, collaboration, and innovation.
• Develop, encourage and nurture collaborative relationships within FNB and/or across the First Rand Group (FRG).
• Conduct client reviews within the context of client engagements and market all financial services solutions within the relevant business offering.
• Participate in planned activities that are appropriate for own development.
• 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.

Ideal Candidate

• Relevant NQF7 Level Degree in Finance, Economics or Accounting.
• Completed RE5 qualification.
• Preferred Qualification - Certified Financial Planner (CFP).
• Experience - 3 to 5 years' experience in a Banking, Investment, Financial Planning, Wealth Management, and client facing environment.
• Full understanding of money management principles.

Sub-Category Sign-offs

• 1.3 Long-Term Insurance subcategory B1
• 1.4 Long-Term Insurance subcategory C
• 1.5 Retail Pension Benefits
• 1.14 Participatory Interests in a Collective Investment Scheme
• 1.17 Long-term Deposits
• 1.18 Short-term Deposits
• 1.22 Long-term Insurance subcategory B1-A

Sound working knowledge of required business-related systems. Sound working knowledge of Banking and Financial Services Regulatory requirements. Knowledge on wealth management creation and accumulation Wealth protection or risk knowledge Excellent project management skills and able to plan and organize work independently. Proven track record in servicing a portfolio of clients and in acquisition of new relationships. Excellent knowledge of global financial markets and current affairs Ability to match client needs with appropriate product solutions. Sound knowledge of the Bank's risk and other mandates to ensure exercising good commercial judgment while representing the Bank's and the shareholders' interests always.

Additional Requirements

In accordance with National Credit Act (NCA) candidates applying for this role will require a credit record check.

Important Closing Date

Note Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below. 17/10/26

Employment Equity

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.

Company Overview

FirstRand provides a comprehensive range of financial services in South Africa and certain markets in broader Africa. The group also offers certain niche products and services in the UK and India. Listed on the Johannesburg Stock Exchange (JSE) and the Namibian Stock Exchange (NSX), FirstRand Limited is the largest financial institution by market capitalisation in Africa. The group follows a multi-branding approach. Its portfolio of financial services businesses includes FNB, RMB, WesBank, Ashburton Investments, Aldermore, MotoNovo and DirectAxis. Many are leaders in their respective segments and markets, offering transactional, lending, investment and insurance products and services The FirstRand Corporate Centre houses many of the critical functions required by a large and complex financial services group. The group's track record of delivering superior returns to shareholders has been achieved through a combination of organic growth, acquisitions, innovation and the creation of completely new businesses. The group's purpose of delivering Shared Prosperity provides many opportunities for employees to innovate to address social and environmental challenges in our markets. All of our businesses have successful Volunteering programmes which also allow employees to adopt and support causes close to their hearts.