Private Wealth Advisor – Growth & Client Advisory

FirstRand Bank Limited; Stellenbosch; On-site; ZAR 600,000 - 900,000; Full time

Job summary

FirstRand Bank Limited's RMB Private Wealth division seeks a dedicated professional to assist in proactively managing a portfolio of RMB Private Wealth Clients with a team of Private Advisors through analysis, research and sales fulfilment.

You will identify opportunities to grow the client base and deepen relationships by providing informed recommendations, timely reporting and effective stakeholder management across the bank's private wealth offering.

Qualifications

• Two to three years' experience in sales or service within banking or financial services.
• Completed RE5 qualification and NQF7 degree in finance/economics/accounting.

Responsibilities

• Provide sound services and recommendations based on client needs, current information and trends.
• Maintain efficient administration through careful and timely planning, reporting and updating information.
• Compile reports that track progress and guide business decisions.
• Ensure effective management of the leads pipeline.
• Support sales through portfolio analysis and proactive client engagement.
• Assist with profit growth through acquisition of new clients and sales.

Skills

Sales & service

Education

NQF7 Degree in Finance/Economics/Accounting

RE5 qualification

Job description

FirstRand Bank Limited's RMB Private Wealth division seeks a dedicated professional to assist in proactively managing a portfolio of RMB Private Wealth Clients with a team of Private Advisors through analysis, research and sales fulfilment.

You will identify opportunities to grow the client base and deepen relationships by providing informed recommendations, timely reporting and effective stakeholder management across the bank's private wealth offering.