Private Wealth Advisor

Firstrand Namibia Limited; Durban; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A financial services institution in Durban is seeking a Private Wealth Advisor to deliver exceptional experiences to clients and identify fiduciary opportunities. Responsibilities include achieving revenue and profit targets, building strong relationships across teams, and ensuring compliance with legislative requirements. Candidates should be proactive in providing banking and financial solutions while maintaining high standards of customer service. This role offers an excellent opportunity to grow your career in wealth management.

Responsibilities

• Deliver exceptional experience and education to Private Wealth clients.
• Identify Local and Offshore fiduciary opportunities.
• Build working relationships across teams for enhanced collaboration.
• Achieve revenue targets by growing portfolio base and providing advice.

Job description

Private Wealth Advisor – Durban

Posted Today

End Date: December 10

Responsibilities

• To deliver exceptional experience and education to Private Wealth 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.
• 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.

Job Details

• Take note that applications will not be accepted on the date indicated below and onwards; kindly submit applications ahead of the closing date shown.
• 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 to fulfil this purpose, candidates may disclose their disability information on a voluntary basis.
• The Bank will keep this information confidential unless required by law to disclose it to other parties.
• Introduce yourself to our recruiters and we will get in touch if there is a role that seems like a good match. Should you have any queries, please log it via our recruiting portal.