Private Wealth Advisor: Strategic Client Growth

FirstRand Bank Limited; Polokwane; On-site; ZAR 600,000 - 900,000; Full time

Job summary

FirstRand Bank Limited is seeking a Private Wealth Analyst to support a team of Private Bankers by delivering analysis, research and proactive service to high-net-worth clients in South Africa. You will contribute to client satisfaction and help ensure targets are met through insightful recommendations and diligent administration.

In this role you will identify growth opportunities, manage stakeholder relationships, and provide timely reports that guide decision making while upholding governance

Qualifications

• Experience in private banking or wealth management preferred.
• Strong stakeholder management and communication skills.
• Ability to analyse client portfolios and identify growth opportunities.

Responsibilities

• Assist in managing a portfolio of private wealth clients with bankers.
• Provide analysis, research and service fulfilment to grow client base.
• Identify opportunities to expand our customer base and generate new leads.

Job description

FirstRand Bank Limited is seeking a Private Wealth Analyst to support a team of Private Bankers by delivering analysis, research and proactive service to high-net-worth clients in South Africa. You will contribute to client satisfaction and help ensure targets are met through insightful recommendations and diligent administration.

In this role you will identify growth opportunities, manage stakeholder relationships, and provide timely reports that guide decision making while upholding governance