To assist in proactively managing a portfolio of Private Wealth Clients with a team of Private Bankers through provision of analysis, research and…
| Job Title | Banking Wealth Advisor |
| Employer | FirstRand Bank |
| Reference Number | R54401 |
| Category | Bank |
| Location | Polokwane, Limpopo, South Africa |
| Employment Type | Full Time |
| Date Posted | 11 October 2026 at 19:43 |
| Closing Date | 25 October 2026 at 23:59 |
| Status | Open for applications |
| Salary | Not disclosed |
About this Banking Wealth Advisor position
Introduction
To assist in proactively managing a portfolio of Private Wealth Clients with a team of Private Bankers through provision of analysis, research and sales and service fulfilment with the intent of identifying additional opportunities for banking new clients and growing a portfolio of existing clients through effective stakeholder management.Act responsibly with work related resources in order to contribute to cost containment.
About the Company
FirstRand is one of South Africa's largest financial services groups, with the FNB, RMB and WesBank brands.
Responsibilities
Achieve expected financial targets and uphold associated service levels.
Deliver exceptional and high-quality advice that exceeds customers’ expectations through proactive, innovative and appropriate solutions.
Contribute to a culture of service excellence, which builds positive relationships and provides opportunity for feedback and exceptional service.
Provide sound services and recommendations based on customer and client needs, current information and trends.
Develop and manage key stakeholder relationships that enable achievement of operational objectives.
Ensure growth and increase in customer base by managing existing clients, generating new leads and growing active customer account base.
Identify opportunities to expand our customer base with creditworthy and potentially profitable customers.
Provide an efficient administration service through careful and timeous planning, reporting and updating of all relevant information.
Comply with relevant statutory, legislative, policy and governance requirements as well as set processes...
Required Qualifications
The minimum qualifications and experience are given in the official advert. Use the Apply Link to read them before applying.
How to Apply
Apply online through the FirstRand careers portal using the Apply Link.
Official source: FirstRand Careers · Last checked: 11 October 2026
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