Private Wealth Adivisor

1 month ago


Sandton, South Africa FirstRand group Full time

Description

To deliver exceptional experience and education to Private Wealth 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. Identify Local and Offshore fiduciary opportunities and advise on client philanthropy. Participate in planned activities that are appropriate for own development. Build working relationships across teams and functional lines to enhance work delivery, collaboration and innovation. Identify and utilise opportunities for revenue growth to deliver on sales targets. Provide appropriate banking and financial solutions across an allocated portfolio of clients. Develop, encourage and nurture collaborative relationships across the FRG. Ensure compliance to legislative and audit requirements and adherence to relevant processes. Conduct client reviews within the context of client engagements and market all financial services solutions within the relevant business offering. 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. Achieve revenue and profit targets by growing portfolio base, providing independent holistic advice and solutions that ensure revenue and profit growth. BCOM Degree NQFL 7 RE05

Job Details

Application Closing Date

31/08/24

All appointments will be made in line with FirstRand Group’s Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.



  • Sandton, South Africa FirstRand Full time

    About us, purpose, experience and qualificationsabout us:- make a promise- be deeply invested- value our differences- build trust, not territory- have courage- always do the right thingpurpose: To deliver exceptional experience and education to Private Wealth or RMBPB clients on basic wealth creation, accumulation and overall protection tactics to increase...


  • Sandton, 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 assist in proactively managing a portfolio of FNB Private Wealth Clients with a team of Private Bankers through provision of analysis,...


  • Sandton, South Africa Absa Bank Limited 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 The...

  • Private Wealth Banker

    2 weeks ago


    Sandton, South Africa Absa Bank Limited Full time

    Bring your possibility to life Define your career with us 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 build...

  • Private Wealth Banker

    4 weeks ago


    Sandton, South Africa Absa Bank Limited Full time

    Bring your possibility to life! Define your career with us - 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...


  • Sandton, South Africa Absa Bank Limited 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...


  • Sandton, South Africa Absa Bank Limited 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 SummaryThe...

  • Private Advisor

    4 weeks ago


    Sandton, South Africa FirstRand group Full time

    Description Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us incredibly proud of people that make it happen. Now’s the time to imagine your potential in a team where experts come together and ignite effective change. Are you someone who can: Deliver exceptional...

  • Private Advisor

    4 weeks ago


    Sandton, South Africa FirstRand group Full time

    Description Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us incredibly proud of people that make it happen. Now’s the time to imagine your potential in a team where experts come together and ignite effective change. Are you someone who can: Deliver exceptional...


  • Sandton, South Africa Sanlam Full time

    Who are we? Sanlam Private Wealth crafts customised investment portfolios for high net worth private clients, charitable institutions, trusts and corporate entities. With assets under management and administration of more than R151 billion, we offer a comprehensive and integrated suite of wealth management solutions. These include equity, retirement and...


  • Sandton, South Africa Sanlam Full time

    Who are we?Sanlam Private Wealth crafts customised investment portfolios for high net worth private clients, charitable institutions, trusts and corporate entities.With assets under management and administration of more than R151 billion, we offer a comprehensive and integrated suite of wealth management solutions. These include equity, retirement and...

  • Tax Manager

    4 weeks ago


    Sandton, South Africa Sanlam Full time

    Who are we? Sanlam Private Wealth crafts customised investment portfolios for high net worth private clients, charitable institutions, trusts and corporate entities. With assets under management and administration of more than R151 billion, we offer a comprehensive and integrated suite of wealth management solutions. These include equity, retirement and...


  • Sandton, South Africa Absa Bank Limited Full time

    Bring your possibility to life! Define your career with us - 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...


  • Sandton, South Africa Investec Full time

    Description of the role  We are seeking a visionary Head of Digital Marketing to play a strategic role transcending traditional digital marketing responsibilities. This role involves close partnership with IT and front office teams to drive growth and innovation, while leading digital initiatives for our private client strategy. Responsibilities and...


  • Sandton, South Africa e-Merge IT Recruitment Full time

    Originally based in South Africa, but has expanded its footprint globally, operates in three main areas**:Asset Management, Wealth & Investment**, and **Specialist Banking.** A division that provides a range of services to high-net-worth individuals, including investment management, private banking, and financial planning. Looking to hire a **Middleware...


  • Sandton, South Africa e-Merge IT Recruitment Full time

    Originally based in South Africa, but has expanded its footprint globally, operates in three main areas**:Asset Management, Wealth & Investment**, and **Specialist Banking.** A division that provides a range of services to high-net-worth individuals, including investment management, private banking, and financial planning. Looking to hire a **Middleware...


  • Sandton, South Africa Absa Bank Limited Full time

    Bring your possibility to life! Define your career with us - 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...


  • Sandton, South Africa e-Merge IT Recruitment Full time

    Originally based in South Africa, but has expanded its footprint globally, operates in three main areas:Asset Management, Wealth & Investment, and Specialist Banking. A division that provides a range of services to high-net-worth individuals, including investment management, private banking, and financial planning.Looking to hire a Middleware Administrator...


  • Sandton, South Africa e-Merge IT Recruitment Full time

    Originally based in South Africa, but has expanded its footprint globally, operates in three main areas:Asset Management, Wealth & Investment, and Specialist Banking. A division that provides a range of services to high-net-worth individuals, including investment management, private banking, and financial planning.Looking to hire a Middleware Administrator...

  • Principal

    2 weeks ago


    Sandton, South Africa Sanlam Full time

    Who are we? Sanlam Investments We offer a wide range of investment and financial planning solutions to protect and grow your long-term wealth. Sanlam Investments (SI) is one of South Africa’s largest investment management companies, offering a comprehensive range of client-focused investment solutions to end-investors, intermediaries and larger...