Private Wealth Advisor: Growth, Education & Protection

FirstRand Bank India; George; On-site; ZAR 600,000 - 1,200,000; Full time

Job summary

FNB is seeking a Private Clients advisor to deliver holistic money management education and solutions across an allocated client portfolio. You will grow revenue while ensuring compliance and high service standards, advising on local and offshore fiduciary opportunities, philanthropy, and wealth protection strategies.

Ideal candidates hold an NQF7 degree in finance/economics/accounting with RE5; CFP is a plus.

Qualifications

• Relevant NQF7 Level Degree in Finance, Economics or Accounting.
• Completed RE5 qualification.
• Preferred Qualification - Certified Financial Planner (CFP).
• Experience - 3 to 5 years’ experience in Banking, Investment, Financial Planning, Wealth Management, and client facing environment.
• Full understanding of money management principles.
• Sound working knowledge of required business-related systems.
• Sound working knowledge of Banking and Financial Services Regulatory requirements.
• Knowledge on wealth management creation and accumulation.
• Wealth protection or risk knowledge.
• Excellent project management skills and ability to plan and organize work independently.
• Proven track record in servicing a portfolio of clients and acquisition of new relationships.
• Excellent knowledge of global financial markets and current affairs.
• Ability to match client needs with appropriate product solutions.
• Sound knowledge of Bank’s risk and other mandates to ensure good commercial judgment.

Responsibilities

• Grow portfolio base and achieve revenue targets through independent holistic advice and solutions.
• Identify opportunities to deliver on sales targets and revenue growth.
• Provide banking and financial solutions across an allocated client portfolio.
• Identify fiduciary opportunities and advise on philanthropy.
• Ensure compliance with legislative and audit requirements and processes.
• Build relationships across teams to enhance delivery, collaboration and innovation.
• Deliver client reviews within engagements and market financial services solutions.
• Participate in development activities and maintain service standards.

Skills

Portfolio growth

Independent holistic advice

Client relationship building

Financial product matching

Education

NQF7 Finance/Economics/Accounting

RE5 qualification

CFP (preferred)

Job description

FNB is seeking a Private Clients advisor to deliver holistic money management education and solutions across an allocated client portfolio. You will grow revenue while ensuring compliance and high service standards, advising on local and offshore fiduciary opportunities, philanthropy, and wealth protection strategies.

Ideal candidates hold an NQF7 degree in finance/economics/accounting with RE5; CFP is a plus.