Private Wealth Advisor

FirstRand Bank Limited; Gqeberha; On-site; ZAR 600,000 - 1,100,000; Full time

Job summary

FirstRand Bank Limited is seeking an experienced Financial Advisor within Private Wealth to deliver tailored wealth creation and protection strategies for a defined client portfolio. You will review client needs, present solutions, and foster long-term relationships while targeting revenue growth.

The role requires a Finance/Economics/Accounting degree and 3–5 years of relevant experience in investment or wealth management, with emphasis on compliant, client-centric service.

Qualifications

• Degree in Finance, Economics or Accounting (CFP preferred).
• 3–5 years’ experience in Investment/Wealth/Financial planning and client-facing roles.

Responsibilities

• Provide banking and financial solutions to a portfolio of clients.
• Conduct client reviews and market financial services offerings.
• Identify fiduciary opportunities and advise on philanthropy.
• Grow revenue and portfolio base while delivering holistic advice.
• Maintain compliance with regulatory requirements and risk controls.

Skills

Client relationships

Project management

Regulatory knowledge

Portfolio growth

Financial markets awareness

Education

Finance/Economics/Accounting degree

Tools

Banking systems

Job description

Job Description To deliver exceptional experience and education to FNB 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. 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.

Responsibilities

• Provide appropriate banking and financial solutions across an allocated portfolio of clients
• Conduct client reviews within the context of client engagements and market all financial services solutions within the relevant business offering
• Identify Local and Offshore fiduciary opportunities and advise on client philanthropy
• Identify and utilise opportunities for revenue growth to deliver on sales targets
• Achieve revenue and profit targets by growing portfolio base, providing independent holistic advice and solutions that ensure revenue and profit growth
• Develop, encourage and nurture collaborative relationships within FNB and/or across the First Rand Group
• 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

You will be an ideal candidate if you

• Relevant Degree in - Degree in Finance, Economics or Accounting (CFP preferred).
• Have 3 to 5 years’ experience in a Investment, Financial Planning, Wealth Management, and client facing environment as a Financial Advisor (Banking experience will be an advantage).
• The following sub-category 1 financial products is essential and must be signed off supervision.
• 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
• Full understanding of money management principles
• 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 organise work independent
• 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.

You will have access to

• Full understanding of money management principles.
• Servicing a portfolio of clients and in acquisition of new relationships.
• Compliance to legislative and audit requirements and adherence to relevant processes.
• Participate in planned activities that are appropriate for your own development.
• Building working relationships across teams and functional lines to enhance work delivery, collaboration and innovation

Additional Requirements

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

#Post #FNB #LI-AA1

Important Closing Date Note

14/09/26

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.

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.