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Private Wealth Advisor
Job summary
A leading financial institution seeks a professional to deliver exceptional experiences and education to Private Wealth clients. Responsibilities include advising on fiduciary opportunities, building client relationships, and ensuring compliance with relevant requirements. Candidates should possess strong skills in client engagement and an ability to drive revenue growth. This position requires adherence to quality service standards to enhance client retention.
Qualifications
- Experience in wealth creation and management.
- Strong client relationship skills.
- Ability to identify revenue growth opportunities.
Responsibilities
- Deliver exceptional experience and education to Private Wealth clients.
- Advise on local and offshore fiduciary opportunities.
- Ensure compliance with legislative and audit requirements.
Job Description: To deliver exceptional experience and education to Private Wealth clients on basic wealth creation, accumulation and overall protection tactics to increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principles.
- 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.
Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below 27/01/26.
All appointments will be made in line with FirstRand Group’s Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.
* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.