Private Wealth Advisor

3 hours ago

Port Elizabeth, Eastern Cape, South Africa FirstRand Bank Limited Full time
About the Role

We are seeking a highly skilled and experienced Private Wealth Advisor to join our team at FirstRand Bank Limited. As a key member of our Private Banking and Advisory Team, you will be responsible for delivering exceptional experience and education to our Private Wealth clients.

Key Responsibilities
  • Grow portfolio base and provide independent holistic advice and solutions to ensure revenue and profit growth.
  • Identify and utilize opportunities for revenue growth to deliver on sales targets.
  • Provide appropriate banking and financial solutions across an allocated portfolio of clients.
  • Identify Local and Offshore fiduciary opportunities and advise on client philanthropy.
  • Ensure compliance to legislative and audit requirements and adherence to relevant processes.
  • Build working relationships across teams and functional lines to enhance work delivery, collaboration, and innovation.
  • Develop, encourage and nurture collaborative relationships within FNB and/or across the First Rand Group (FRG).
  • Conduct client reviews within the context of client engagements and market all financial services solutions within the relevant business offering.
  • Participate in planned activities that are appropriate for own development.
  • 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.
Requirements
  • Relevant NQF7 Level Degree in Finance, Economics or Accounting.
  • Completed RE5 qualification.
  • Preferred Qualification - Certified Financial Planner (CFP)
  • Experience - 3 to 5 years' experience in a Banking, Investment, Financial Planning, Wealth Management, and client facing environment.
  • Full understanding of money management principles.
  • Candidates are required to have sign-off on the following sub-categories: 1.3 Long-Term Insurance subcategory B11.4 Long-Term Insurance subcategory C1.5 Retail Pension Benefits1.14 Participatory Interests in a Collective Investment Scheme1.17 Long-term Deposits1.18 Short-term Deposits1.22 Long-term Insurance subcategory B1-A
  • Sound working knowledge of required business-related systems.
  • Sound working knowledge of Banking and Financial Services Regulatory requirements.
  • Knowledge on wealth management creation and accumulation.
  • Wealth protection or risk knowledge.
  • Excellent project management skills and able to plan and organize work independently.
  • Proven track record in servicing a portfolio of clients and in acquisition of new relationships.
  • Excellent knowledge of global financial markets and current affairs.
  • Ability to match client needs with appropriate product solutions.
  • Sound knowledge of the Bank's risk and other mandates to ensure exercising good commercial judgment while representing the Bank's and the shareholders' interests always.
Additional Requirements

In accordance with National Credit Act (NCA) candidates applying for this role will require a credit record check.

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