Private Wealth Advisor for High-Net-Worth Clients

Fnbnamibia; South Africa; On-site; ZAR 900,000 - 1,200,000; Full time

Job summary

FirstRand Limited in South Africa seeks an experienced Wealth Management Advisor to deliver holistic banking and investment guidance for High Net Worth clients, driving VSI growth and client retention.

Role requires RE5, a finance-related degree, CFP preferred, and 3–5 years in banking or wealth management with a solid money management foundation and compliance focus. You will collaborate across RMB and FRG to provide advisory and investment solutions, upholding service excellence.

Qualifications

• Relevant NQF7 Level Degree in Finance, Economics or Accounting.
• Completed RE5 qualification.
• Experience - 3 to 5 years’ experience in a Banking, Investment, Financial Planning, Wealth Management, and client facing environment.
• Full understanding of money management principles.

Responsibilities

• Achieve revenue and profit targets by growing portfolio base, providing independent holistic advice and solutions that ensure revenue and profit growth.
• Identify and utilise opportunities for revenue growth to deliver on sales targets.
• Provide appropriate banking and financial solutions across an allocated portfolio of clients.
• Identify Local and Offshore fiduciary opportunities and advise on client philanthropy.
• Ensure compliance to legislative and audit requirements and adherence to relevant processes.
• Build working relationships across teams and functional lines to enhance work delivery, collaboration, and innovation.
• Develop, encourage and nurture collaborative relationships within RMB and/or across the First Rand Group (FRG).
• Conduct client reviews within the context of client engagements and market all financial services solutions within the relevant business offering Participate in planned activities that are appropriate for own development.
• 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.

Education

NQF7 Degree in Finance, Economics or Accounting

RE5 qualification

Job description

FirstRand Limited in South Africa seeks an experienced Wealth Management Advisor to deliver holistic banking and investment guidance for High Net Worth clients, driving VSI growth and client retention.

Role requires RE5, a finance-related degree, CFP preferred, and 3–5 years in banking or wealth management with a solid money management foundation and compliance focus. You will collaborate across RMB and FRG to provide advisory and investment solutions, upholding service excellence.