Private Wealth Advisor: Client Experience & Growth

FirstRand; Johannesburg; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading financial services group in South Africa is seeking a professional to enhance client experiences and manage budgets within their Private Clients division. The role emphasizes the importance of financial governance and relationship management while driving client retention through tailored, customer-centric solutions. Ideal candidates will demonstrate strong financial analysis and risk management skills, alongside a commitment to continuous professional development and internal collaboration.

Qualifications

• Experience in developing and managing financial budgets.
• Strong understanding of risk management and compliance.
• Ability to build and maintain client relationships.

Responsibilities

• Deliver exceptional education and experience to clients.
• Control the budget and authorise expenditure.
• Engage in cross-functional relationships for support.
• Implement corporate governance and compliance policies.

Skills

Financial analysis

Budget management

Customer relationship management

Risk management

Job description

A leading financial services group in South Africa is seeking a professional to enhance client experiences and manage budgets within their Private Clients division. The role emphasizes the importance of financial governance and relationship management while driving client retention through tailored, customer-centric solutions. Ideal candidates will demonstrate strong financial analysis and risk management skills, alongside a commitment to continuous professional development and internal collaboration.