Private Wealth Advisor — Holistic Financial Solutions

Rmb Nigeria Limited; Cape Town; On-site; ZAR 480,000 - 600,000; Full time

Job summary

FirstRand Group's Private Banking division seeks a Private Clients Advisor to deliver wealth management education and tailored financial solutions to Clients. You will drive client retention, cross-sell investment products, and ensure regulatory compliance within a busy advisory portfolio.

Ideal candidates hold an NQF7 degree in Finance/Economics/Accounting, RE5, CFP preferred, and 3–5 years of banking/wealth management experience with strong client-facing skills and money-management knowledge.

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.

Responsibilities

• Achieve revenue and profit targets by growing portfolio base, providing independent holistic advice and solutions that ensure revenue and profit growth.
• Identify and utilize opportunities for revenue growth to deliver on sales targets.
• Provide appropriate banking and financial solutions across an allocated portfolio of clients.
• Identify Local and Offshore fiduciary opportunities and advise on client philanthropy.
• Ensure compliance with legislative and audit requirements and adherence to relevant processes.
• Build working relationships across teams and functional lines to enhance work delivery, collaboration, and innovation.
• Conduct client reviews within the context of client engagements and market all financial services solutions within the relevant business offering.
• Deliver customer experience excellence in own service delivery aligned to Organizational values and service standards.

Education

NQF7 Level Degree in Finance, Economics or Accounting

Job description

FirstRand Group's Private Banking division seeks a Private Clients Advisor to deliver wealth management education and tailored financial solutions to Clients. You will drive client retention, cross-sell investment products, and ensure regulatory compliance within a busy advisory portfolio.

Ideal candidates hold an NQF7 degree in Finance/Economics/Accounting, RE5, CFP preferred, and 3–5 years of banking/wealth management experience with strong client-facing skills and money-management knowledge.