Private Wealth Advisor-2

firstrand; Pretoria; On-site; ZAR 30 000 - 60 000; Full time

Job summary

An established industry player seeks a dedicated professional to enhance the wealth management experience for clients. In this role, you will provide tailored financial solutions, foster strong client relationships, and drive revenue growth through innovative strategies. You will play a pivotal role in ensuring compliance with regulations while delivering exceptional service aligned with the organization's values. Join a dynamic team that values collaboration and innovation, and take the opportunity to make a meaningful impact in the financial sector.

Qualifications

• Strong experience in client relationship management and sales strategies.
• Ability to provide tailored financial solutions to clients.

Responsibilities

• Deliver exceptional client experiences through financial education and advice.
• Identify opportunities for revenue growth and ensure compliance with regulations.

Skills

Client Relationship Management

Sales Strategy Development

Financial Solutions Advisory

Compliance and Audit Knowledge

Education

Bachelor's Degree in Finance or Business

Relevant Financial Certifications

Job description

Time left to apply: End Date: May 13, 2025 (4 days left to apply)

Job Requisition ID: R32438

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 personal development.
• Build working relationships across teams and functions to enhance work delivery, collaboration, and innovation.
• Identify and utilize opportunities for revenue growth to meet sales targets.
• Provide suitable banking and financial solutions within an allocated client portfolio.
• Develop, encourage, and nurture collaborative relationships across the FRG.
• Ensure compliance with legislative and audit requirements and adhere to relevant processes.
• Conduct client reviews within the context of client engagements and market financial services solutions.
• Deliver customer experience excellence aligned with organizational values and service standards.
• Provide internal and external customer service excellence through adherence to quality standards.
• Prevent wastage and identify process improvements to reduce costs.
• Achieve revenue and profit targets by growing the portfolio, providing holistic advice and solutions that ensure growth.

Job Details

Note: Applications will not be accepted after the specified date. Please submit your application before the deadline.

Application deadline: May 12, 2025 (3 days left to apply)

All appointments will comply 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 will be kept confidential unless required by law.

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About Us

FNB serves retail and commercial customers, offering insurance, savings, investment products, and digital solutions to navigate daily challenges and opportunities. Recognized globally, FNB has won multiple awards, including the Strongest Banking Brand in the World (2023). Join us to build a rewarding career and make a meaningful impact.