Private Wealth Advisor — Holistic Wealth & Client Growth

FirstRand Bank India; Rustenburg; On-site; ZAR 450,000 - 650,000; Full time

Job summary

FNB Private Banking and Advisory team seeks a professional to deliver exceptional wealth education and client experiences for Private Wealth clients, focusing on foundational wealth creation, accumulation and protection strategies.

The role targets VSI growth, deep client engagement, and long-term retention while leveraging contextual Money Management principles and cross-functional collaboration within the FRG.

Qualifications

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

Responsibilities

• Achieve revenue and profit targets by growing portfolio base and providing independent holistic advice.
• Identify opportunities for revenue growth to meet sales targets.
• Provide appropriate banking and financial solutions across an allocated client portfolio.
• Identify fiduciary opportunities and advise on client philanthropy.
• Ensure compliance with regulatory and audit requirements and organizational processes.
• Build cross-functional relationships to enhance delivery and innovation.
• Deliver client reviews and market financial services solutions to clients.

Skills

Client relationship management

Project management

Financial product advisory

Regulatory knowledge

Education

NQF7 Degree in Finance, Economics or Accounting

RE5 qualification

Certified Financial Planner (CFP) – preferred

Tools

Banking systems

Wealth management platforms

Job description

FNB Private Banking and Advisory team seeks a professional to deliver exceptional wealth education and client experiences for Private Wealth clients, focusing on foundational wealth creation, accumulation and protection strategies.

The role targets VSI growth, deep client engagement, and long-term retention while leveraging contextual Money Management principles and cross-functional collaboration within the FRG.