Private Wealth Advisor for High Net Worth Clients

FirstRand Corporate Centre

Johannesburg

On-site

ZAR 900,000 - 1,300,000

Full time

5 days ago

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Job summary

FirstRand Corporate Centre, operating through FNB Private Banking, seeks an experienced private wealth advisor to deliver holistic financial solutions and education to high-net-worth clients. You will expand the portfolio, identify fiduciary opportunities, and ensure compliant, high‑quality service aligned with group values.

The ideal candidate has 3–5 years in banking/wealth management, strong market knowledge, and a CFP preference.

Qualifications

Relevant NQF7 Level Degree in Finance, Economics or Accounting.
Completed RE5 qualification.
Preferred: Certified Financial Planner (CFP).
3–5 years’ experience in Banking, Investment, Financial Planning, Wealth Management, and client-facing environment.
Full understanding of money management principles.

Responsibilities

Deliver exceptional experience and education to Private Wealth clients on wealth creation, accumulation and protection tactics to increase VSI and drive retention.
Provide tailored banking and financial solutions across an allocated portfolio.
Identify Local and Offshore fiduciary opportunities and advise on client philanthropy.
Ensure compliance with regulatory requirements and internal processes.
Build relationships across teams to enhance delivery, collaboration and innovation.
Conduct client reviews and market financial services solutions within the offering.
Uncover opportunities for revenue growth to achieve sales targets.