Private Wealth Advisor

firstrand; Johannesburg; On-site; ZAR 500,000 - 900,000; Full time

Job summary

A leading bank in South Africa seeks a Private Wealth Advisor to enhance client retention and drive sales through contextual Money Management principles. Applicants should possess strong client relationship management skills and an ability to identify fiduciary growth opportunities. This role aims to deliver outstanding customer service and compliance with regulatory standards.

Qualifications

• Experience in client-facing roles within Private Wealth or Banking.
• Ability to identify fiduciary opportunities and provide investment advice.
• Sales and revenue growth skills essential.

Responsibilities

• Deliver exceptional experience and education to Wealth clients.
• Identify local and offshore fiduciary opportunities.
• Achieve revenue and profit targets by growing the portfolio base.

Skills

Client Relationship Management

Sales Development

Financial Solutions

Process Improvement

Job description

Time left to apply: End Date: July 7, 2025 (4 days left to apply)

Job requisition id: R36167

Job Description

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 appropriate for own development.
• Build working relationships across teams and functions to enhance work delivery, collaboration, and innovation.
• Identify and utilise opportunities for revenue growth to meet 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 with 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 service delivery aligned with organisational values and standards.
• Deliver internal and external customer service excellence through adherence to quality service standards.
• Prevent wastage and identify process improvements to reduce costs.
• Achieve revenue and profit targets by growing the portfolio base, providing holistic advice and solutions that ensure growth.

Job Details

Note: Applications will not be accepted on or after 07/07/25. Please submit your application before this date.

All appointments will align with FirstRand Group’s Employment Equity plan. The bank supports the recruitment and advancement of individuals with disabilities. Candidates may disclose disability information voluntarily. This information will be kept confidential unless required by law.