Wealth Management Consultant

1 week ago


Pretoria, Gauteng, South Africa FirstRand Bank Limited Full time

Position Overview

As a key member of our Private Banking & Advisory Team, you will play a vital role in effectively managing a portfolio of high-net-worth clients. Your responsibilities will include providing in-depth analysis, conducting research, and delivering exceptional sales and service fulfillment. The goal is to uncover new opportunities for attracting clients and expanding the existing client base through strategic stakeholder engagement.

Welcome to FirstRand Bank Limited

At FirstRand Bank, we pride ourselves on fostering a culture of innovation and excellence. You will be part of a dynamic team that values diverse perspectives and encourages continuous learning.

Key Responsibilities

  • Manage a portfolio of affluent clients alongside a dedicated team of Private Bankers, focusing on analysis, research, and service delivery to identify new banking opportunities.
  • Establish and nurture relationships grounded in trust and transparency.
  • Promote a culture of service excellence that encourages positive interactions and constructive feedback.
  • Demonstrate a comprehensive understanding of all financial service offerings relevant to our business.
  • Drive profit growth by effectively managing the leads pipeline.
  • Consistently deliver high-quality results within established timelines.

Ideal Candidate Profile

  • Required Qualification: RE5 Certificate and a Degree NQF7 in Finance or Accounting.
  • Experience: 2 to 3 years in a Sales/Service role within a financial services environment.
  • Candidates must not be unrehabilitated insolvent.

What We Offer

  • Opportunities for networking and collaboration.
  • Challenging work environments that encourage innovation.

We Seek Individuals Who Are:

  • Inquisitive and courageous, always eager to learn and explore new concepts.
  • Committed to mastering their craft and continuously striving for improvement.
  • Focused on expanding the customer base by managing existing relationships and generating new leads.
  • Compliant with all relevant statutory, legislative, and governance requirements.

If you resonate with this profile, we look forward to discussing your potential with us.

Additional Information

Candidates applying for this role will undergo a credit record check in accordance with the National Credit Act (NCA).

All appointments will align with FirstRand Group's Employment Equity plan, supporting the recruitment and advancement of individuals with disabilities.



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