Private Wealth Strategy Advisor

FirstRand Limited; Polokwane; On-site; ZAR 350,000 - 500,000; Full time

Job summary

FirstRand Limited seeks a Private Wealth advisor to deliver foundational wealth strategies and robust client solutions within Limpopo.

You will engage with Private Wealth clients, build cross-team relationships, and drive revenue growth while ensuring compliance and superior service delivery.

Identify local and offshore fiduciary opportunities and advise on philanthropy to strengthen long-term client engagement.

Qualifications

Responsibilities

• Participate in planned activities that are appropriate for own development.
• Build working relationships across teams and functional lines to enhance work delivery, collaboration and innovation.
• Identify and utilise opportunities for revenue growth to deliver on sales targets.
• Provide appropriate banking and financial solutions across an allocated portfolio of clients.
• Develop, encourage and nurture collaborative relationships across the FRG.
• Ensure compliance to legislative and audit requirements and adherence to relevant processes.
• Conduct client reviews within the context of client engagements and market all financial services solutions within the relevant business offering.
• Deliver customer experience excellence in own service delivery aligned to Organisational values and service standards.
• Deliver internal and external customer service excellence through adherence to quality service standards.
• Prevent wastage and identify process improvements to contain and reduce costs.
• Achieve revenue and profit targets by growing portfolio base, providing independent holistic advice and solutions that ensure revenue and profit growth.

Job description

FirstRand Limited seeks a Private Wealth advisor to deliver foundational wealth strategies and robust client solutions within Limpopo.

You will engage with Private Wealth clients, build cross-team relationships, and drive revenue growth while ensuring compliance and superior service delivery.

Identify local and offshore fiduciary opportunities and advise on philanthropy to strengthen long-term client engagement.