Private Wealth Advisor

FirstRand; Johannesburg; On-site; ZAR 500 000 - 800 000; Full time

Job summary

A leading financial services group in Johannesburg seeks a dedicated professional to deliver exceptional wealth management experiences to Private Wealth clients. Responsibilities include identifying growth opportunities, providing tailored banking solutions, and ensuring compliance with legislative requirements. The ideal candidate will possess strong relationship-building skills and a commitment to delivering excellence in customer service. Join a dynamic team where your expertise can contribute to driving revenue growth and client retention.

Qualifications

• Experience in wealth management or similar financial services.
• Strong relationship-building skills across teams.
• Ability to deliver customer service excellence.
• Knowledge of compliance and legislative requirements.

Responsibilities

• Deliver exceptional experience to Private Wealth clients.
• Identify revenue growth opportunities.
• Provide holistic banking and financial solutions.
• Conduct client reviews and market financial solutions.
• Ensure compliance with audit and legislative requirements.

Job description

Job DescriptionTo 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.

Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below20/01/26All 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.