Strategic Private Wealth Advisor — Growth & Advisory

FirstRand Limited; Noord-Kaap; On-site; ZAR 350,000 - 750,000; Full time

Job summary

FirstRand Limited in Northern Cape is seeking a Private Wealth Advisor to deliver foundational wealth creation, accumulation, and protection strategies for high-net-worth clients. You will provide independent holistic advice and cross-sell suitable financial solutions within the portfolio.

You will collaborate across teams to grow portfolio revenue, uphold compliant practices, and drive client engagement and retention by delivering exceptional service aligned with FirstRand's standards.

Responsibilities

• Deliver foundational wealth creation, accumulation, and protection strategies for Private Wealth clients.
• Apply Money Management principles to deepen client engagement and drive VSI growth.
• Identify local and offshore fiduciary opportunities and advise on philanthropy.
• Build working relationships across teams to enhance delivery and collaboration.
• Identify opportunities for revenue growth to achieve sales targets.
• Provide banking and financial solutions across an allocated client portfolio.
• Ensure compliance with legislative and audit requirements and related processes.
• Conduct client reviews and market financial services solutions within the business offering.

Job description

FirstRand Limited in Northern Cape is seeking a Private Wealth Advisor to deliver foundational wealth creation, accumulation, and protection strategies for high-net-worth clients. You will provide independent holistic advice and cross-sell suitable financial solutions within the portfolio.

You will collaborate across teams to grow portfolio revenue, uphold compliant practices, and drive client engagement and retention by delivering exceptional service aligned with FirstRand's standards.