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Private Client Advisor

FirstRand Bank Limited
📍 Menlyn, Gauteng, South Africa 💼 Full time 🕒 Posted June 25, 2026
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Job Description

Description

To provide an exceptional experience to private clients focused on foundational wealth creation, accumulation, and protection strategies. Enhance client engagement and loyalty by applying contextual Money Management principles, driving growth in the Vertical Sales Index (VSI), and fostering long-term client retention and entrenchment.

2 to 3 years experience in financial advise/financial planning
Must have an NQF level 7
Must have - RE5

#LI-TM2
#POST 
#FNB
  • Contribute to the development of larger overall area budget
  • Develop the budget for the next financial year for area of responsibility taking all operational plans into consideration
  • Research and design a longer term financial resource requirement plan for the area of responsibility
  • Present the business case to motivate for financial resources
  • Analyse and develop implementation plans against the forecasted financial budget 

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    Job Details

    • Location Menlyn, Gauteng
    • Job Type Full time
    • Category Financial Specialists
    • Posted Date June 25, 2026
    • Application Deadline August 04, 2026