Wealth Strategy Advisor for High-Impact Clients

FirstRand Bank India; Bethlehem; On-site; ZAR 900,000 - 1,200,000; Full time

Job summary

FirstRand Bank India seeks an experienced Private Wealth professional to deliver tailored wealth creation, accumulation, and protection strategies for High Net Worth clients. You will apply money management principles to deepen engagement, support VSI growth, and strengthen long-term client retention.

You will identify fiduciary opportunities, collaborate across teams, promote compliant solutions, and deliver exceptional service while achieving revenue targets and maintaining high standards of

Responsibilities

• Identify Local and Offshore fiduciary opportunities and advise on client philanthropy.
• 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 Bank India seeks an experienced Private Wealth professional to deliver tailored wealth creation, accumulation, and protection strategies for High Net Worth clients. You will apply money management principles to deepen engagement, support VSI growth, and strengthen long-term client retention.

You will identify fiduciary opportunities, collaborate across teams, promote compliant solutions, and deliver exceptional service while achieving revenue targets and maintaining high standards of