Private Wealth Advisor: Growth & Protection Strategist

firstrand; Pretoria; On-site; ZAR 600,000 - 900,000; Full time

Job summary

FirstRand is seeking a Private Wealth advisor to deliver holistic financial solutions for a dedicated client portfolio. You will focus on wealth creation, accumulation, and protection while deepening client engagement and cross-functional collaboration.

The role emphasizes identifying fiduciary opportunities, maintaining regulatory compliance, and driving revenue growth through quality service delivery.

Qualifications

• Experience in providing financial solutions to a portfolio of clients.
• Ability to align client needs with regulatory and risk requirements.
• Focus on building long-term client relationships and revenue growth.

Responsibilities

• Deliver appropriate banking and financial solutions to an allocated portfolio of clients.
• Identify opportunities for revenue growth and meet sales targets.
• Maintain compliance with legislative and audit requirements.
• Develop relationships across teams to improve delivery and innovation.
• Engage with Private Wealth clients to support wealth creation and protection.

Skills

Wealth management

Client engagement

Cross-functional collaboration

Regulatory compliance

Job description

FirstRand is seeking a Private Wealth advisor to deliver holistic financial solutions for a dedicated client portfolio. You will focus on wealth creation, accumulation, and protection while deepening client engagement and cross-functional collaboration.

The role emphasizes identifying fiduciary opportunities, maintaining regulatory compliance, and driving revenue growth through quality service delivery.