Senior Private Wealth Advisor – High Net Worth

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

Job summary

FirstRand Bank Limited, operating through RMB High Net Worth Wealth, seeks a seasoned adviser to deliver holistic financial planning and wealth management to a select client base in South Africa. You will grow assets while aligning strategies with client goals, risk tolerance and regulatory requirements.

The role requires a strong understanding of money management principles, a track record in client servicing and the ability to coordinate with internal teams to provide tailored solutions.

Qualifications

• Relevant NQF7 level degree in Finance, Economics or Accounting.
• Completed RE5 qualification.
• Preferred: CFP certification.
• Sound knowledge of money management principles.

Responsibilities

• Achieve revenue and profit targets by growing the portfolio base with holistic advice.
• Identify opportunities for revenue growth to meet sales targets.
• Provide banking and financial solutions to an allocated client portfolio.
• Advise on fiduciary opportunities and client philanthropy.

Education

NQF7 Level Degree in Finance, Economics or Accounting

RE5 qualification

Certified Financial Planner (CFP) (Preferred)

Money management principles

Job description

FirstRand Bank Limited, operating through RMB High Net Worth Wealth, seeks a seasoned adviser to deliver holistic financial planning and wealth management to a select client base in South Africa. You will grow assets while aligning strategies with client goals, risk tolerance and regulatory requirements.

The role requires a strong understanding of money management principles, a track record in client servicing and the ability to coordinate with internal teams to provide tailored solutions.