Private Wealth Advisor
2 days ago
Private Wealth Advisor page is loaded## Private Wealth Advisorlocations: Durbanposted on: Posted Todaytime left to apply: End Date: December 10, 2025 (8 days left to apply)job requisition id: R41369# **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.# # ****Job Details****# **Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.**10/12/25All 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.Introduce yourself to our recruiters and we will get in touch if there's a role that seems like a good match.Should you have any queries, please log it via .#J-18808-Ljbffr
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Private Wealth Advisor: Grow Portfolios
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Durban, South Africa FNB Namibia Full timeA financial services provider in Durban is seeking a Private Wealth Advisor to enhance client relationships and deliver financial solutions. The role requires expertise in wealth management and sales strategies to achieve revenue targets. Candidates should possess relevant financial qualifications and experience in managing wealth portfolios. This position...
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Private Wealth Advisor: Grow Portfolios
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Durban, South Africa Spane4all Full timeA leading financial services institution in Durban is seeking a Private Wealth Advisor to deliver exceptional service to clients and drive revenue growth. The ideal candidate will possess a strong understanding of wealth management and compliance, and will be responsible for identifying financial solutions tailored to clients' needs. Applications should be...
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Private Wealth Advisor: Grow Portfolios
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Durban, South Africa Wesbank Full timeA leading financial services company in Durban is looking for a Private Wealth Advisor to enhance client relationships, deliver exceptional financial solutions, and identify growth opportunities. The candidate will engage clients on wealth creation and compliance, ensuring quality service aligned with organizational values. Experience in financial advisory...
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Private Wealth Advisor: Grow Portfolios
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Private Wealth Advisor: Grow Portfolios
2 days ago
Durban, South Africa FirstRand Namibia Limited Full timeA financial services firm based in Durban is seeking a Private Wealth Advisor to provide exceptional service and education to clients on wealth creation and financial solutions. The successful candidate will identify growth opportunities, manage an allocated client portfolio, and ensure compliance with relevant regulations. This role aims to enhance client...
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Private Banking Analyst Private Wealth
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Durban, South Africa FirstRand Namibia Limited Full timePrivate Banking Analyst Private Wealth page is loaded## Private Banking Analyst Private Wealthlocations: Durbantime type: Full timeposted on: Posted Todaytime left to apply: End Date: November 12, 2025 (6 days left to apply)job requisition id: R40797# **Job Description**To assist in proactively managing a portfolio of Private Wealth Clients with a...
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Private Banking Analyst Private Wealth
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Durban, South Africa FirstRand group Full timeDescription 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. Hello...
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Private Banking Analyst Private Wealth
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Durban, South Africa Spane4all Full timePrivate Banking Analyst Private Wealth page is loaded## Private Banking Analyst Private Wealthlocations: Durbantime type: Full timeposted on: Posted Todaytime left to apply: End Date: November 12, 2025 (6 days left to apply)job requisition id: R40797# **Job Description**To assist in proactively managing a portfolio of Private Wealth Clients with a team of...
