Private Wealth Advisor - Holistic Wealth
Job in
George, 6529, South Africa
Listed on 2026-08-25
Listing for:
FirstRand Bank India
Full Time
position Listed on 2026-08-25
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Job Description & How to Apply Below
RMB High Net Worth Wealth seeks an experienced wealth advisor to deliver education and guidance on basic wealth creation, accumulation and protection strategies for a discerning client base in George. You will build trusted relationships, identify opportunities to grow revenue, and ensure service excellence while complying with regulatory requirements.
The role requires 3–5 years in banking or wealth management, a Finance/Economics/Accounting degree, RE5, and CFP where possible; sign-off on
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