Private Wealth Advisor: Holistic Wealth Growth

FirstRand Bank Limited; Midrand; On-site; ZAR 600,000 - 1,200,000; Full time

Job summary

FirstRand Bank Limited is seeking to optimize wealth management for Private Wealth clients, applying money management principles to deepen engagement, grow VSI, and strengthen long-term retention. The role involves identifying fiduciary opportunities and advising on philanthropy, while delivering superior service and solutions across an allocated client portfolio.

Contribute to revenue growth, maintain compliance, and build relationships across FRG.

Responsibilities

• Deliver holistic financial solutions across an allocated client portfolio.
• Drive revenue growth and achieve sales targets.
• Ensure compliance with legislative and audit requirements.
• Provide excellent client service aligned to organisational values and service standards.
• Collaborate across teams to enhance work delivery, collaboration and innovation.

Job description

FirstRand Bank Limited is seeking to optimize wealth management for Private Wealth clients, applying money management principles to deepen engagement, grow VSI, and strengthen long-term retention. The role involves identifying fiduciary opportunities and advising on philanthropy, while delivering superior service and solutions across an allocated client portfolio.

Contribute to revenue growth, maintain compliance, and build relationships across FRG.