Private Wealth Advisor: Growth & Holistic Wealth Solutions

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

Benefits offered by this job

Health insurance

Job summary

FirstRand Bank Limited is seeking a Private Wealth advisor to deliver exceptional service to Private Wealth clients, focusing on foundational strategies for wealth creation and protection, and applying Money Management principles to deepen client engagement.

You will identify Local and Offshore fiduciary opportunities, advise on philanthropy, drive revenue growth across an allocated portfolio, and ensure compliance with legislative and audit requirements while building collaborative

Responsibilities

• Provide banking and financial solutions across an allocated portfolio of clients.
• Develop, encourage and nurture collaborative relationships across the FRG.
• Achieve revenue and profit targets by growing portfolio base.

Job description

FirstRand Bank Limited is seeking a Private Wealth advisor to deliver exceptional service to Private Wealth clients, focusing on foundational strategies for wealth creation and protection, and applying Money Management principles to deepen client engagement.

You will identify Local and Offshore fiduciary opportunities, advise on philanthropy, drive revenue growth across an allocated portfolio, and ensure compliance with legislative and audit requirements while building collaborative