Private Wealth Advisor-1

firstrand; Pretoria; On-site; ZAR 600,000 - 900,000; Full time

Job summary

FirstRand is seeking a Private Wealth advisor to deliver holistic financial solutions for a dedicated client portfolio. You will focus on wealth creation, accumulation, and protection while deepening client engagement and cross-functional collaboration.

The role emphasizes identifying fiduciary opportunities, maintaining regulatory compliance, and driving revenue growth through quality service delivery.

Qualifications

• Experience in providing financial solutions to a portfolio of clients.
• Ability to align client needs with regulatory and risk requirements.
• Focus on building long-term client relationships and revenue growth.

Responsibilities

• Deliver appropriate banking and financial solutions to an allocated portfolio of clients.
• Identify opportunities for revenue growth and meet sales targets.
• Maintain compliance with legislative and audit requirements.
• Develop relationships across teams to improve delivery and innovation.
• Engage with Private Wealth clients to support wealth creation and protection.

Skills

Wealth management

Client engagement

Cross-functional collaboration

Regulatory compliance

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.

17/09/26

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.