Financial Advisor for High Net Worth Individuals

1 month ago


George, Western Cape, South Africa FirstRand Bank Limited Full time

**Job Summary**

We are seeking a skilled Financial Advisor to join our team at FirstRand Bank Limited. As a Financial Advisor, you will be responsible for providing expert financial guidance to high net worth individuals, helping them achieve their financial goals.

**Key Responsibilities**

  • Provide personalized financial advice to clients on investment, wealth management, and retirement planning.
  • Analyze financial information to develop comprehensive financial plans tailored to each client's needs.
  • Identify opportunities to increase sales revenue and expand the organization's customer base through effective product recommendations.
  • Collaborate with cross-functional teams to ensure seamless delivery of services against agreed service level agreements and customer targets.
  • Stay up-to-date with market trends, regulatory requirements, and industry best practices to provide informed advice to clients.

**Requirements**

To succeed in this role, you will need:

  • A relevant degree in finance, economics, or a related field.
  • 3-5 years of experience as a Wealth Manager or Financial Advisor with a proven track record of sales and advisory success.
  • Certified Financial Planner (CFP) certification is highly desirable.
  • Proficiency in analyzing financial data and developing comprehensive financial plans.
  • Excellent communication and interpersonal skills to build strong relationships with clients and colleagues.

**What We Offer**

As a Financial Advisor at FirstRand Bank Limited, you can expect:

  • A competitive salary of R750,000 - R1,200,000 per annum, depending on experience.
  • Ongoing professional development and training to enhance your skills and knowledge.
  • A dynamic and supportive work environment that fosters collaboration and growth.
  • The opportunity to work with a leading financial institution and make a meaningful impact on the lives of our clients.

**How to Apply**

If you are a motivated and experienced Financial Advisor looking for a new challenge, please submit your application by [insert closing date]. We look forward to hearing from you



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