FirstRand Corporate Centre

Private Advisor Wealth

FirstRand Corporate Centre  •  Rustenburg, ZA (Onsite)  •  1 day ago
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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.

  • 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.

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Important Closing Date Note

Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.

03/06/26

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.

FirstRand Corporate Centre

About FirstRand Corporate Centre

The FirstRand Corporate Centre houses many of the critical functions required by a large and complex financial services group. The Corporate Centre’s stakeholders are external, such as regulators, shareholders, global developmental institutions and government; and also internal, mainly the market-leading businesses that service the group’s customers. These critical functions cover risk, compliance, governance, internal audit, treasury, finance and tax amongst many others. They require deep specialist and technical skills and ultimately represent the custodianship of the FirstRand group’s licence to operate.

Employees of the Corporate Centre develop a very unique perspective of the group because nowhere else can you own or be part of a mandate that operates across the portfolio. This allows for both big picture thinking and operational learning. It is also a great place to drive collaboration and a place to have a significant impact.

The Corporate Centre has adopted a blended approach to working, with a focus on balancing remote working and connections with colleagues in the workplace. Face-to-face interactions remain important to its way of working as these connections protect the business’s social capital, which is key to ensuring that FirstRand’s unique culture stays alive and continues to thrive.

Industry
Finance & Insurance
Company Size
1,001-5,000 employees
Headquarters
Sandton, ZA
Year Founded
Unknown
Website
firstrand.co.za
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