Private Wealth Advisor: Holistic Financial Guidance

FirstRand Bank Limited; George; On-site; ZAR 720,000 - 960,000; Full time

Job summary

FirstRand Bank Limited, part of the Private Banking and Advisory Team in South Africa, focuses on wealth creation, accumulation and protection strategies for Private Clients. The role centers on delivering independent, holistic advice and solutions to grow revenue while ensuring client retention and compliance with regulatory standards.

Ideal candidates hold a finance-related NQF7 degree, RE5, CFP (preferred), and 3–5 years' experience in banking or wealth management.

Qualifications

• NQF7 level degree in Finance, Economics or Accounting.
• Completed RE5 qualification.
• CFP certification is preferred.
• 3 to 5 years' experience in Banking, Investment, Financial Planning, Wealth Management and client-facing environment.
• Full understanding of money management principles.

Responsibilities

• Achieve revenue and profit targets by growing portfolio base and providing holistic advice.
• Identify opportunities for revenue growth to meet sales targets.
• Provide banking and financial solutions across an allocated client portfolio.
• Identify fiduciary opportunities and advise on philanthropy.
• Ensure compliance with regulatory and audit requirements.
• Collaborate across teams to enhance delivery, collaboration, and innovation.
• Develop relationships within FNB and FRG.
• Conduct client reviews and market financial services solutions.
• Participate in activities for personal development.
• Deliver customer experience excellence and service standards.
• Prevent wastage and identify cost-reduction opportunities.

Skills

Financial advisory

Portfolio management

Client relationship

Project management

Education

NQF7 degree in Finance/Economics/Accounting

RE5 qualification

CFP (preferred)

Job description

FirstRand Bank Limited, part of the Private Banking and Advisory Team in South Africa, focuses on wealth creation, accumulation and protection strategies for Private Clients. The role centers on delivering independent, holistic advice and solutions to grow revenue while ensuring client retention and compliance with regulatory standards.

Ideal candidates hold a finance-related NQF7 degree, RE5, CFP (preferred), and 3–5 years' experience in banking or wealth management.