Private Wealth Advisor at FirstRand in Bethlehem
FirstRand · Bethlehem, Free State
Overview
FirstRand is hiring a Private Wealth Advisor in Bethlehem to help clients grow, protect, and manage their wealth. You will build long term relationships, offer holistic financial solutions, and identify new opportunities for revenue growth. This is a great role for someone with financial services experience who enjoys working closely with clients and wants to grow their career in private banking. Apply before 30 January 2027.
About the role
As a Private Wealth Advisor at FirstRand, you will be the trusted guide for clients who want to build, grow, and protect their wealth. You will work with an allocated portfolio of clients, helping them make smart money decisions while deepening their relationship with the bank.
Your day to day will involve:
- Meeting with clients to review their financial goals and recommend suitable banking and wealth solutions
- Identifying local and offshore fiduciary opportunities, including philanthropy advice
- Building strong relationships across different teams to improve service delivery
- Seeking out new ways to grow revenue within your client portfolio
- Making sure all advice and processes comply with legislative and audit requirements
- Delivering excellent service that aligns with the bank’s values and service standards
- Finding ways to reduce costs and improve internal processes
Important application note: The closing date is 30 January 2027. Applications submitted on or after this date will not be accepted, so please apply early.
Requirements
- Relevant financial or banking qualification (degree or diploma in finance, economics, or a related field is advantageous)
- Experience in private banking, wealth management, or a similar financial advisory role
- Strong understanding of money management principles and wealth creation strategies
- Knowledge of legislative and audit requirements in the financial services sector
- Excellent client relationship management skills
- Ability to identify revenue growth opportunities and meet sales targets
- Strong collaboration skills and ability to work across teams
- Commitment to continuous learning and professional development
- Must be comfortable working with high net worth clients
Responsibilities
- Deliver an exceptional experience to private wealth clients by focusing on wealth creation, accumulation, and protection strategies
- Apply money management principles to deepen client engagement and drive vertical sales index growth
- Identify local and offshore fiduciary opportunities and advise clients on philanthropy
- Build working relationships across teams and functional lines to enhance collaboration and innovation
- Identify and use opportunities for revenue growth to meet sales targets
- Provide appropriate banking and financial solutions across an allocated portfolio of clients
- Ensure compliance with legislative and audit requirements and adherence to relevant processes
- Conduct client reviews and market all financial services solutions within the relevant business offering
- Deliver customer experience excellence aligned to organisational values and service standards
- Prevent wastage and identify process improvements to contain and reduce costs
- Achieve revenue and profit targets by growing the portfolio base and providing holistic advice
Job details
- Organisation
- FirstRand
- Location
- Bethlehem, Free State
- Job type
- Full time
- Experience level
- Mid (3+ years)
- Education
- Diploma
- Category
- Banking & Insurance
- Posted
- 6 October 2026 (1 month ago)
- Closing date
- 30 January 2027
- Application Method
- Apply online
Success Guide
Hey there! If you are looking at this Private Wealth Advisor role at FirstRand, you are probably someone who enjoys working with people and has a head for finance. This is not an entry level job, so you will need some experience in banking or wealth management to stand out.
When you apply, make sure your CV clearly shows how you have managed client portfolios and grown revenue in previous roles. Numbers speak loudly in this field, so if you helped increase sales or retain clients, put that front and centre.
In an interview, be ready to talk about how you build trust with high net worth clients and how you stay compliant while still meeting targets. FirstRand values innovation and collaboration, so think of examples where you worked across teams to solve a problem.
The closing date is 30 January 2027, so do not wait until the last minute. Get your application in early and good luck!
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