As part of our Private Banking and Advisory Team, you will be surrounded by unique talent, diverse minds, and an adaptable environment that lives up to the promise of staying curious. Now’s the time to imagine your potential in a team where experts come together and ignite effective change.

The ideal candidate should be able to:

Achieve revenue targets by growing existing client portfolios or acquiring new clients.
Meet the required Cost to Income for the Channel while managing budget goals and controlling costs to enhance efficiency.
Foster a service culture that builds strong relationships and encourages exceptional client service.
Cultivate and manage productive relationships with various stakeholders, including end-users, SMEs, project managers, and senior staff.
Advise specialists on target management and actively participate in planning and presenting the Channel's budget.
Maintain expert knowledge of specific products, pricing, application procedures, and processing timelines to drive Channel objectives and targets.

The ideal candidate should possess the following qualifications and experience:

A minimum of 8-10 years of experience in banking, investment, financial planning, wealth management, and client-facing roles, with at least 4 years in a leadership position.
A relevant NQF Level 8 qualification, such as a Post Graduate Diploma in Financial Planning or a BCom Honors in Investment or Risk Management.
FAIS fit and proper status, with completed RE5 and RE1 qualifications being advantageous.

Additional Requirements

In accordance with National Credit Act (NCA) candidates applying for this role will require a credit record check.

The advert is for pipeline building purposes for future talent sourcing. You may not be contacted immediately for an interview.

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Important Closing Date Note

Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.

31/08/26

All appointments will be made in line with FirstRand Group’s Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.

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