Private Wealth Advisor - Grow Portfolios and Solutions

FirstRand Limited; George; On-site; ZAR 480,000 - 720,000; Full time

Job summary

FirstRand Limited's Private Banking team is seeking a Private Clients Advisor to deliver holistic wealth creation and protection strategies for a portfolio of clients in George. You will grow revenues, provide independent advice, and maintain compliance with regulatory requirements.

The role requires 3–5 years in banking/wealth management, RE5, and CFP preferred, with strong relationship and project management skills. A supportive team environment and client-centric service are emphasized.

Qualifications

• 3–5 years in Banking, Investment, Wealth or client-facing environment.
• Strong money management knowledge and ability to tailor solutions to client needs.
• RE5 sign-off; CFP preferred; compliance with regulatory requirements.

Responsibilities

• Achieve revenue and profit targets by growing portfolio base and providing holistic advice.
• Identify opportunities for revenue growth and deliver on sales targets.
• Provide banking and financial solutions across an allocated client portfolio.
• Ensure compliance with legislative and audit requirements and relevant processes.

Skills

Portfolio advisory

Client relationship

Revenue growth

Holistic financial advice

Regulatory compliance

Project management

Education

NQF7 degree in Finance/Economics/Accounting

RE5 qualification

Certified Financial Planner (CFP) preferred

Tools

CRM systems

Banking/Regulatory tools

Job description

FirstRand Limited's Private Banking team is seeking a Private Clients Advisor to deliver holistic wealth creation and protection strategies for a portfolio of clients in George. You will grow revenues, provide independent advice, and maintain compliance with regulatory requirements.

The role requires 3–5 years in banking/wealth management, RE5, and CFP preferred, with strong relationship and project management skills. A supportive team environment and client-centric service are emphasized.