Private Wealth Advisor: Grow & Protect Clients' Wealth

FirstRand Bank India; Pretoria; On-site; ZAR 700,000 - 1,000,000; Full time

Job summary

FirstRand Bank India is seeking a client-focused advisor for private wealth management, focusing on foundational wealth creation, accumulation and protection strategies. You will enhance client engagement and loyalty using Money Management principles, drive VSI growth, and support long-term client retention.

The role requires RE5, an FSCA-approved qualification (NQF Level 7), and a minimum of 3 years advisory experience, with responsibilities spanning budget development, resource planning, risk

Qualifications

• RE5 is required.
• FSCA approved qualification (NQF Level 7) is required.
• Minimum 3 years advisory experience is required.

Responsibilities

• Contribute to the development of larger overall area budget.
• Develop the budget for the next financial year for area of responsibility taking all operational plans into consideration.
• Research and design a longer term financial resource requirement plan for the area of responsibility.
• Present the business case to motivate for financial resources.
• Analyse and develop implementation plans against the forecasted financial budget.
• Develop tactical budget for area of responsibility that minimise expenditure and manage costs.
• Control the budget for area including the authorisation of expenditures and implementation of financial regulations.
• Build relationships that allow for the managing of expectations; the sharing of knowledge and diverse insights; and the creation of buy-in.
• Engage in cross-functional relationships to obtain and to provide work support.

Education

RE5

FSCA approved qualification (NQF LEVEL 7)

3 years advisory experience

Job description

FirstRand Bank India is seeking a client-focused advisor for private wealth management, focusing on foundational wealth creation, accumulation and protection strategies. You will enhance client engagement and loyalty using Money Management principles, drive VSI growth, and support long-term client retention.

The role requires RE5, an FSCA-approved qualification (NQF Level 7), and a minimum of 3 years advisory experience, with responsibilities spanning budget development, resource planning, risk