Friday , December 9 2022

First Rand Graduate Programme – Private Wealth Advisor

Website FirstRand

Job Description:

To deliver exceptional experience and education to Private Wealth or RMBPB clients on basic wealth creation, accumulation and overall protection tactics to increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principles

Job Requirements:

  • Sound working knowledge of Banking and Financial Services Regulatory requirements
  • Ability to match client needs with appropriate product solutions
  • Sound knowledge of the Bank’s risk and other mandates to ensure exercising good commercial judgment while representing the Bank’s and the shareholders’ interests always
  • Knowledge on wealth management creation and accumulation
  • Excellent project management skills and able to plan and organize work independently
  • Additional Knowledge – Full understanding of money management principles
  • Excellent knowledge of global financial markets and current affairs
  • Sound working knowledge of required business-related systems
  • Proven track record in servicing a portfolio of clients and in acquisition of new relationships
  • Experience – 3 to 5 years experience in a Banking, Investment, Financial Planning, Wealth Management, and client facing environment
  • Certified Financial Planner (CFP)
  • Degree in Finance, Economics or Accounting
  • Wealth protection or risk knowledge

Job Details:

Company: FirstRand

Job Category: Bank

Vacancy Type: Full Time

Job Location: Randburg, Gauteng, SA

Application Deadline: N/A

Apply Here

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