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Elite Private Wealth Advisor: Holistic Financial Guidance
Job in
George, 6529, South Africa
Listed on 2026-08-22
Listing for:
FirstRand Limited
Full Time
position Listed on 2026-08-22
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
First Rand Limited is seeking an experienced Wealth Advisory professional to deliver holistic financial solutions to RMB Affluent clients, focusing on wealth creation, accumulation and protection strategies. You will grow a portfolio, provide independent advice, and drive client retention while adhering to regulatory requirements.
Key duties include revenue growth, cross-selling across banking and investment products, managing client reviews, and delivering outstanding service aligned with the
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