Wealth Advisor: Build & Protect High-Value Portfolios

FirstRand Bank Limited; Gauteng; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading African Corporate and Investment Bank seeks a dedicated professional to enhance client relationships and deliver wealth management solutions. Ideal candidates will possess an NQF7 degree, relevant financial qualifications, and experience in client-facing roles. Responsibilities include meeting revenue targets, providing holistic financial advice, and ensuring compliance with regulations. Join a dynamic team committed to creating financial solutions that empower clients in South Africa, Gauteng.

Qualifications

• 3 to 5 years’ experience in a Banking, Investment, Financial Planning environment.
• Sound working knowledge of Banking and Financial Services Regulatory requirements.
• Knowledge on wealth management creation and accumulation.

Responsibilities

• Achieve revenue and profit targets by growing portfolio base.
• Identify Local and Offshore fiduciary opportunities.
• Ensure compliance to legislative and audit requirements.

Skills

Excellent project management skills

Ability to match client needs with appropriate product solutions

Full understanding of money management principles

Proven track record in servicing a portfolio of clients

Sound knowledge of the Bank's risk and mandates

Education

Relevant NQF7 Level Degree in Finance, Economics or Accounting

Completed RE5 qualification

Certified Financial Planner (CFP)

Job description

A leading African Corporate and Investment Bank seeks a dedicated professional to enhance client relationships and deliver wealth management solutions. Ideal candidates will possess an NQF7 degree, relevant financial qualifications, and experience in client-facing roles. Responsibilities include meeting revenue targets, providing holistic financial advice, and ensuring compliance with regulations. Join a dynamic team committed to creating financial solutions that empower clients in South Africa, Gauteng.