Private Wealth Advisor – Hybrid & Growth Focus

FirstRand Bank Limited; Pretoria; Hybrid; ZAR 800,000 - 1,400,000; Full time

Benefits offered by this job

Flexible and hybrid working

Competitive reward model

Wellbeing support

Job summary

FirstRand Bank Limited, a leading financial services group in South Africa, seeks a Wealth Manager to advise high‑income clients on investment, risk and estate planning within the Private Wealth and Advisory Team. You will develop tailored financial plans, present proposals, and help clients grow and protect wealth while aligning with FirstRand's investment philosophy.

The role requires 3–5 years' Wealth Management experience, a CFP and CAT 1 licenses, with CAT 2 an advantage, and a track record

Qualifications

• FSCA Approved degree in Finance, Investment, Economics or related field.
• CFP designation.
• 3–5 years’ Wealth Manager experience advising high‑net‑worth clients.
• CAT 1 licenses required with supervision; CAT 2 licenses an advantage.
• FAIS: Category 1 exposure across long‑term insurance, investments, etc.

Responsibilities

• Achieve predetermined sales targets by identifying opportunities and advising clients on FirstRand approved investment and risk solutions.
• Inform and educate clients on products and services to retain and grow the client base.
• Analyse client financial information to develop plans or proposals using correct tools.
• Formulate proposals in cash management, risk needs, investing, estate planning, or related areas.
• Provide regular client reports against SLAs and maintain high quality advice aligned with investment philosophy.

Job description

FirstRand Bank Limited, a leading financial services group in South Africa, seeks a Wealth Manager to advise high‑income clients on investment, risk and estate planning within the Private Wealth and Advisory Team. You will develop tailored financial plans, present proposals, and help clients grow and protect wealth while aligning with FirstRand's investment philosophy.

The role requires 3–5 years' Wealth Management experience, a CFP and CAT 1 licenses, with CAT 2 an advantage, and a track record