To deliver an exceptional experience for Private Wealth clients, focusing on foundational strategies for wealth creation, accumulation, and protection.…
| Job Title | Private Wealth Advisor |
| Employer | FirstRand Bank |
| Reference Number | R53459 |
| Category | Bank |
| Location | Pretoria, Gauteng, 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 Private Wealth Advisor position
Introduction
To deliver an exceptional experience for Private Wealth clients, focusing on foundational strategies for wealth creation, accumulation, and protection. This job applies relevant Money Management principles to deepen client engagement, drive Vertical Sales Index (VSI) growth, and strengthen long-term client retention and entrenchment.Identify Local and Offshore fiduciary opportunities and advise on client philanthropy.
About the Company
FirstRand is one of South Africa's largest financial services groups, with the FNB, RMB and WesBank brands.
Responsibilities
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,...
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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