Private Wealth Growth Advisor

FirstRand Limited; Polokwane; On-site; ZAR 516,000 - 698,000; Full time

Job summary

FirstRand Limited in Polokwane is seeking a Banking Wealth Advisor to proactively manage a portfolio of Private Wealth Clients with a team of Private Bankers, delivering analysis, research and sales fulfilment to grow the client base.

The role focuses on providing sound financial guidance, identifying opportunities for new business, maintaining strong stakeholder relationships, and ensuring governance and service standards are met.

Responsibilities

• Assist in proactively managing a portfolio of Private Wealth Clients with a team of Private Bankers through analysis, research and sales fulfilment.
• Deliver high-quality advice that exceeds customer expectations through proactive solutions.
• Develop and manage key stakeholder relationships to achieve operational objectives.
• Ensure growth of the customer base by managing existing clients, generating new leads and expanding active accounts.
• Compile reports to track progress and guide business decisions and ensure leads pipeline management.

Job description

FirstRand Limited in Polokwane is seeking a Banking Wealth Advisor to proactively manage a portfolio of Private Wealth Clients with a team of Private Bankers, delivering analysis, research and sales fulfilment to grow the client base.

The role focuses on providing sound financial guidance, identifying opportunities for new business, maintaining strong stakeholder relationships, and ensuring governance and service standards are met.