Banking Advisor Wealth – FirstRand Bank Limited
Job Description
Role Overview
An employment opportunity exists to support the proactive oversight of a select group of affluent private clients alongside a collective of private specialists. This function centers on delivering comprehensive research, data evaluation, and commercial execution to uncover expansion prospects within the existing client base and secure new relationships through collaborative partnership coordination.
Key Responsibilities
The appointed person will deliver expert recommendations aligned with customer needs and current market dynamics. Responsibilities include executing efficient administrative tasks through structured scheduling, progress tracking, and record maintenance, alongside generating performance reports to inform strategic decisions. The role demands active management of the prospective pipeline, driving revenue generation via portfolio reviews, and engaging directly with consumers to stimulate account acquisition and profitability. Individuals must meet financial benchmarks, maintain high service standards, and target creditworthy patrons for sustainable expansion. Additional duties involve managing resources responsibly, offering outstanding advisory solutions, fostering a culture of service excellence, and cultivating robust partnerships with internal and external stakeholders. Practitioners are expected to adhere strictly to statutory regulations, internal governance policies, and standard operating procedures while championing process improvements and promoting the institution’s financial offerings. Continuous self-evaluation, feedback seeking, and collaborative engagement across the broader corporate group are essential.
Candidate Requirements
Applicants must possess an appropriate NQF Level 7 degree in Economics, Accounting, or Finance, accompanied by a finalized Regulatory Examination 5 certificate. A minimum duration of two to three years of working background within a client service or commercial division of the banking or financial sector is required. Prospective candidates will undergo a credit history verification in alignment with statutory legislation. Employment decisions will align with the organization’s equity framework, and voluntary disclosure of any disability status is welcomed to support workplace advancement initiatives.
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.
