Private Wealth Advisor

FirstRand Limited; Pretoria; On-site; ZAR 600,000 - 700,000; Full time

Job summary

FirstRand Limited in Pretoria is seeking a Private Wealth Advisor to deliver an exceptional experience for Private Wealth clients, focusing on foundational strategies for wealth creation, accumulation, and protection. The role involves applying Money Management principles to deepen client engagement and drive VSI growth while strengthening long-term client retention.

You will identify fiduciary opportunities locally and offshore, advise on philanthropy, collaborate across teams, and provide

Responsibilities

• Identify Local and Offshore fiduciary opportunities and advise on client philanthropy.
• Provide appropriate banking and financial solutions across an allocated portfolio of clients.
• Deliver customer experience excellence in own service delivery aligned to Organisational values and service standards.
• Achieve revenue and profit targets by growing portfolio base, providing independent holistic advice and solutions.

Job description

## Private Wealth AdvisorApply: Pretoria: Full time: Posted Today: End Date: October 2, 2026 (6 days left to apply): R53459# **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.