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Private Wealth Advisor

FirstRand BankName Unverified
South AfricaFull-timeaccounting-finance-jobsPosted 11 May 2026

Job Description

Job Description To deliver an exceptional experience for Private Wealth clients, focusing on foundational strategies for wealth creation, accumulation, and protection. This job applies relevant Money Management principles to deepen client engagement, drive Vertical Sales Index (VSI) growth, and strengthen long-term client retention and entrenchment. Requirements: Must have - 3 to 5 years financial advise/planning experience Must have - NQF level 7 - FSCA approved/recognized qualification Must h…