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UHNW Wealth Manager

1 month ago

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

Job Summary

We are seeking a highly skilled and experienced UHNW Wealth Manager to join our team at FirstRand Bank Limited. As a key member of our Private Banking and Advisory team, you will be responsible for developing and maintaining relationships with high net worth clients, providing holistic and personalized solutions to meet their financial needs.

Key Responsibilities

  • Identify and acquire new clients through high-touch professional relationships.
  • Develop and maintain a client portfolio through proactive relationship management.
  • Provide expert advice on investment and wealth management solutions.
  • Collaborate with internal stakeholders to deliver exceptional client service.
  • Stay up-to-date with industry trends and regulatory requirements.

Requirements

  • Relevant NQF7 Level degree in Finance, Economics, or Accounting.
  • Completed RE5 qualification.
  • 7-10 years' experience in sales or service within a banking or financial environment.

What We Offer

As a UHNW Wealth Manager at FirstRand Bank Limited, you will have the opportunity to work with a talented team of professionals, develop your skills and expertise, and make a meaningful impact on our clients' financial lives.