Private Wealth Advisor

About this role

FirstRand is hiring a Private Wealth Advisor for its RMB High Net Worth Wealth team in Stellenbosch. RMB is the Corporate and Investment Bank of the FirstRand Group. You will help high net worth clients build, grow and protect their wealth.

What you’ll do

• Grow your client portfolio and give independent, holistic advice that drives revenue and profit.
• Spot revenue opportunities and meet your sales targets.
• Match clients with the right banking and financial solutions across your allocated portfolio.
• Find local and offshore fiduciary opportunities and advise clients on philanthropy.
• Hold regular client reviews and present the financial services offered in your business area.
• Make sure your work meets legislative, audit and process requirements.
• Work with colleagues across RMB and the wider FirstRand Group, and look for process improvements that cut costs.

What you need

• A relevant NQF 7 degree in Finance, Economics or Accounting.
• RE5 qualification.
• 3 to 5 years of experience in banking, investments, financial planning, wealth management or a client-facing role.
• Sign-off in these categories: 1.3 Long-Term Insurance subcategory B1, 1.4 Long-Term Insurance subcategory C, 1.5 Retail Pension Benefits, 1.14 Participatory Interests in a Collective Investment Scheme, 1.17 Long-term Deposits, 1.18 Short-term Deposits and 1.22 Long-term Insurance subcategory B1-A.
• A solid understanding of money management principles and wealth creation.
• Knowledge of wealth protection and risk.
• Working knowledge of banking and financial services regulation and the business systems used in the role.
• A track record of servicing a client portfolio and winning new relationships.
• Strong project management skills and the ability to plan your work on your own.
• Good knowledge of global financial markets and current affairs.
• Advantageous: a Certified Financial Planner (CFP) qualification.

You will need to pass a credit record check under the National Credit Act (NCA).

Is this job for you?

This role suits an experienced adviser who enjoys building client relationships and meeting sales targets. You should be comfortable with regulation and able to balance commercial goals with client needs.

Tips before you apply

• Have your degree certificate, RE5 proof and FSCA sign-off records ready to upload.
• On your CV, show specific portfolio sizes, client types and new relationships you have won.
• Give examples of targets you met and how you handled regulatory or compliance requirements.

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