Private Wealth Advisor

FirstRand Limited; Noord-Kaap; On-site; ZAR 350,000 - 750,000; Full time

Job summary

FirstRand Limited in Northern Cape is seeking a Private Wealth Advisor to deliver foundational wealth creation, accumulation, and protection strategies for high-net-worth clients. You will provide independent holistic advice and cross-sell suitable financial solutions within the portfolio.

You will collaborate across teams to grow portfolio revenue, uphold compliant practices, and drive client engagement and retention by delivering exceptional service aligned with FirstRand's standards.

Responsibilities

• Deliver foundational wealth creation, accumulation, and protection strategies for Private Wealth clients.
• Apply Money Management principles to deepen client engagement and drive VSI growth.
• Identify local and offshore fiduciary opportunities and advise on philanthropy.
• Build working relationships across teams to enhance delivery and collaboration.
• Identify opportunities for revenue growth to achieve sales targets.
• Provide banking and financial solutions across an allocated client portfolio.
• Ensure compliance with legislative and audit requirements and related processes.
• Conduct client reviews and market financial services solutions within the business offering.

Job description

Job Description

• To deliver an exceptional experience for Private Wealth clients, focusing on foundational strategies for wealth creation, accumulation, and protection.
• This job applies relevant Money Management principles to deepen client engagement, drive Vertical Sales Index (VSI) growth, and strengthen long-term client retention and entrenchment.
• 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.

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Important Closing Date Note

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

30/01/27

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.