Private Wealth Advisor: Holistic Client Growth
FirstRand Limited
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Job summary
FirstRand Limited is seeking a Private Wealth professional to deliver an exceptional experience for Private Wealth clients, focusing on foundational strategies for wealth creation, accumulation, and protection. This role applies Money Management principles to deepen client engagement, drive VSI growth, and strengthen long-term client retention and entrenchment.
You will identify Local and Offshore fiduciary opportunities and advise on client philanthropy, participating in planned activities that
Job description
FirstRand Limited is seeking a Private Wealth professional to deliver an exceptional experience for Private Wealth clients, focusing on foundational strategies for wealth creation, accumulation, and protection. This role applies Money Management principles to deepen client engagement, drive VSI growth, and strengthen long-term client retention and entrenchment.
You will identify Local and Offshore fiduciary opportunities and advise on client philanthropy, participating in planned activities that
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