Company logo
FirstRand Corporate Centre: Private Wealth Advisor
Industries: Accounting/finance, Actuarial, Banking, Financial services, Insurance, Investment management, Tax
George, Western Cape, South Africasalary iconMarket RelatedFull TimeOn Site
Summary
This role focuses on delivering tailored banking and financial solutions to clients while conducting thorough reviews and identifying opportunities in fiduciary and philanthropy. The position emphasizes achieving revenue targets, fostering team collaboration, and ensuring exceptional customer service while optimizing processes.
Desired Expertise or Qualifications
  • CFP preferred
  • Relevant Degree in Finance
  • Sound knowledge of Banking regulations
  • Wealth protection knowledge
Benefits
  • Career development opportunities
  • Collaborative work environment
Candyees
Company logo
FirstRand Corporate Centre: Private Wealth Advisor
Industries: Accounting/finance, Actuarial, Banking, Financial services, Insurance, Investment management, Tax
George, Western Cape, South Africasalary iconMarket RelatedFull TimeOn Site
Summary
This role focuses on delivering tailored banking and financial solutions to clients while conducting thorough reviews and identifying opportunities in fiduciary and philanthropy. The position emphasizes achieving revenue targets, fostering team collaboration, and ensuring exceptional customer service while optimizing processes.
Desired Expertise or Qualifications
  • CFP preferred
  • Relevant Degree in Finance
  • Sound knowledge of Banking regulations
  • Wealth protection knowledge
Benefits
  • Career development opportunities
  • Collaborative work environment
BETA: 1.0.5.2 |
BL: 1.0.5.2