Private Wealth Advisor: Growth & Client Experience

FirstRand Limited; Pretoria; On-site; ZAR 600,000 - 700,000; Full time

Job summary

FirstRand Limited in Pretoria is seeking a Private Wealth Advisor to deliver an exceptional experience for Private Wealth clients, focusing on foundational strategies for wealth creation, accumulation, and protection. The role involves applying Money Management principles to deepen client engagement and drive VSI growth while strengthening long-term client retention.

You will identify fiduciary opportunities locally and offshore, advise on philanthropy, collaborate across teams, and provide

Responsibilities

• Identify Local and Offshore fiduciary opportunities and advise on client philanthropy.
• Provide appropriate banking and financial solutions across an allocated portfolio of clients.
• Deliver customer experience excellence in own service delivery aligned to Organisational values and service standards.
• Achieve revenue and profit targets by growing portfolio base, providing independent holistic advice and solutions.

Job description

FirstRand Limited in Pretoria is seeking a Private Wealth Advisor to deliver an exceptional experience for Private Wealth clients, focusing on foundational strategies for wealth creation, accumulation, and protection. The role involves applying Money Management principles to deepen client engagement and drive VSI growth while strengthening long-term client retention.

You will identify fiduciary opportunities locally and offshore, advise on philanthropy, collaborate across teams, and provide