Private Wealth Advisor

1 week ago

Secunda, South Africa FirstRand Full time

About us, purpose, experience and qualifications

**about us**:

- make a promise
- be deeply invested
- value our differences
- build trust, not territory
- have courage
- always do the right thing

**purpose**:
To deliver exceptional experience and education to Private Wealth or RMBPB clients on basic wealth creation, accumulation and overall protection tactics to increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principles

**experience and qualifications**:

- Minimum Qualification - Degree in Finance, Economics or Accounting
- Preferred Qualification - Certified Financial Planner (CFP)
- Experience - 3 to 5 years experience in a Banking, Investment, Financial Planning, Wealth Management, and client facing environment
- Additional Knowledge - Full understanding of money management principles
- 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

  • Private Wealth Advisor: Build Relationships

    2 weeks ago

    Secunda, South Africa Absa Group Full time

    An established industry player is seeking a dedicated Private Wealth Banker to foster and maintain strong client relationships while achieving financial targets. This role involves collaborating with specialists to provide tailored financial solutions, ensuring compliance with regulatory frameworks, and driving income growth through new client acquisition....

  • Private Wealth Banker

    3 days ago

    Secunda Mall, South Africa Absa Group Full time R80 000 - R120 000 per year

    Empowering Africa's tomorrow, together…one story at a time. With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.Job SummaryTo...

  • Private Wealth Banker

    3 weeks ago

    Secunda, South Africa Absa Group Full time

    Empowering Africa’s tomorrow, together…one story at a time.With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.Job SummaryTo...

  • Private Wealth Banker

    10 hours ago

    Secunda, South Africa Absa Group Full time

    Empowering Africa’s tomorrow, together…one story at a time. With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group. Job Summary To...

  • Private Wealth Banker — Client Growth

    7 days ago

    Secunda, South Africa Absa Group Full time

    A leading financial services provider is looking for a dedicated Private Wealth Banker based in Secunda, Mpumalanga. In this role, you will foster strong client relationships while achieving financial targets. The ideal candidate should have a strong background in banking, excellent communication skills, and a passion for delivering exceptional customer...