Banking Advisor Wealth – FirstRand Bank Limited
Job Description
Job Overview
An employment opening exists to actively oversee a collection of Private Wealth accounts alongside a squad of Private Bankers. Responsibilities involve delivering insights, conducting research, executing sales, and fulfilling service requests to spot expansion possibilities for onboarding fresh accounts and expanding current holdings via stakeholder coordination.
Key Responsibilities
The appointed person will deliver expert recommendations aligned with consumer requirements, market data, and current patterns. Duties include administering efficient backend tasks through organized planning, tracking, and record updates. The incumbent will generate tracking reports to direct corporate decisions, oversee the prospective leads pipeline, and bolster sales efforts via client base analysis and proactive outreach. Additional duties involve driving financial expansion through acquisitions, meeting revenue benchmarks, maintaining service standards, and spotting prospects for high-value customer acquisition. Personnel must expand the account base by nurturing current patrons, generating fresh prospects, and handling resources responsibly to promote cost management.
Further expectations include delivering top-tier guidance surpassing expectations through creative methods, fostering a service-oriented culture, and building robust stakeholder connections to fulfill operational goals. The individual must adhere to regulatory, legislative, and internal governance frameworks while discovering efficient operational methodologies. Professionals are expected to promote all financial offerings within the unit, evaluate personal performance, and cultivate teamwork across the organization and broader financial group.
Job Requirements
Applicants must hold a relevant NQF Level 7 Degree in Finance, Economics, or Accounting, alongside a finished RE5 certification. Candidates need between two and three years of practical background inside a sales or service division within a banking or financial sector. Furthermore, prospective applicants will undergo a credit record assessment in compliance with the National Credit Act.
How to Apply
Applications must be submitted before 2026-11-07.
Submit your application through the employer’s application page: Apply now.
Closing date: 6 November 2026.
