Private Wealth Advisor

FirstRand Limited; Cape Town; On-site; ZAR 520,000 - 760,000; Full time

Job summary

FirstRand Limited in Cape Town seeks a Private Clients Advisor to deliver tailored wealth creation, accumulation and protection strategies for RMB Affluent clients. You will grow a portfolio by offering independent advice and proactive reviews while ensuring compliance and superior service.

The role requires an NQF7 degree in Finance/Economics/Accounting, RE5, and CFP preferred, with 3-5 years in banking or wealth management.

Qualifications

• Relevant NQF7 degree in Finance, Economics or Accounting.
• RE5 qualification completed.
• CFP preferred.

Responsibilities

• Grow revenue by expanding client portfolio and providing holistic wealth advice.
• Provide banking and financial solutions to an allocated client base.
• Conduct client reviews and showcase product solutions.
• Build cross-team relationships to improve service delivery.

Skills

Revenue targets

Holistic advice

Portfolio management

Client acquisition

Regulatory knowledge

Project management

Relationship management

Education

Finance/Economics/Accounting degree

RE5 qualification

Certified Financial Planner (CFP)

Job description

FirstRand Limited in Cape Town seeks a Private Clients Advisor to deliver tailored wealth creation, accumulation and protection strategies for RMB Affluent clients. You will grow a portfolio by offering independent advice and proactive reviews while ensuring compliance and superior service.

The role requires an NQF7 degree in Finance/Economics/Accounting, RE5, and CFP preferred, with 3-5 years in banking or wealth management.