Private Wealth Banking Advisor

FirstRand Limited; Johannesburg; On-site; ZAR 520,000 - 680,000; Full time

Job summary

FirstRand Limited in Johannesburg offers a Banking Advisor Wealth opportunity within RMB Private Bank's Private Wealth team. You will manage a portfolio of Private Wealth Clients alongside Private Advisors, providing tailored wealth management advice and banking solutions to expand client relationships.

The role emphasizes proactive client engagement, opportunity identification, governance compliance, and meeting financial targets while delivering exceptional service for high-net-worth clients

Qualifications

• FSCA approved NQF7 in Finance, Economics or Accounting.
• FAIS accreditation (RE5) preferred.

Responsibilities

• Proactively manage a portfolio of Private Wealth Clients with a team of Private Advisors.
• Deliver analysis, research and sales/service fulfilment to identify opportunities for new banking clients.
• Develop stakeholder relationships to achieve targets and maintain service levels.

Education

FSCA Approved NQF7 in Finance or Economics or Accounting

Job description

FirstRand Limited in Johannesburg offers a Banking Advisor Wealth opportunity within RMB Private Bank's Private Wealth team. You will manage a portfolio of Private Wealth Clients alongside Private Advisors, providing tailored wealth management advice and banking solutions to expand client relationships.

The role emphasizes proactive client engagement, opportunity identification, governance compliance, and meeting financial targets while delivering exceptional service for high-net-worth clients