Private Wealth Services Professional

2 weeks ago


Pretoria, Gauteng, South Africa FirstRand Namibia Limited Full time

The Private Wealth Services Professional will play a crucial role in assisting in the management of a portfolio of Private Wealth Clients. Key responsibilities include:

  • Developing and encouraging collaborative relationships across the FRG
  • Assisting with profit growth for the business through sales and acquisition of new clients
Key Responsibilities

You will be responsible for delivering exceptional and high-quality advice that meets the financial needs of your clients. This includes developing and implementing strategies to grow our customer base and increase revenue.

You will also be responsible for ensuring effective management of the leads pipeline and supporting sales through analysis of client portfolios and proactive client engagement.


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