Private Wealth Advisor

FirstRand Limited; Bethlehem; On-site; ZAR 480,000 - 720,000; Full time

Job summary

FirstRand Limited in South Africa seeks a Private Wealth advisor to deliver holistic financial solutions, focusing on wealth creation, accumulation and protection for a portfolio of clients.

You will deepen client engagement, identify fiduciary opportunities, and support cross-functional collaboration while ensuring compliance and service standards to drive revenue growth.

Responsibilities

• Deliver exceptional service to Private Wealth clients and apply money management principles.
• Identify local and offshore fiduciary opportunities and advise on philanthropy for clients.
• Provide appropriate banking and financial solutions across an allocated client portfolio.
• Conduct client reviews and market financial services solutions.
• Ensure compliance with legislative/audit requirements and internal processes.

Job description

• To deliver an exceptional experience for Private Wealth clients, focusing on foundational strategies for wealth creation, accumulation, and protection. This job applies relevant Money Management principles to deepen client engagement, drive Vertical Sales Index (VSI) growth, and strengthen long-term client retention and entrenchment. 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.

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.

30/01/27

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.