Job Description Deliver an exceptional experience for Private Wealth clients, focusing on foundational strategies for wealth creation, accumulation, and protection. Apply Money Management principles to deepen client engagement, drive Vertical Sales Index (VSI) growth, and strengthen long‑term client retention and entrenchment. Identify local and offshore fiduciary opportunities and advise on client philanthropy. Participate in planned activities that are appropriate for own development. Build working relationships across teams and functional lines to enhance work delivery, collaboration and innovation. Identify and utilise opportunities for revenue growth to deliver on sales targets. Provide appropriate banking and financial solutions across an allocated portfolio of clients. Develop, encourage and nurture collaborative relationships across the FRG. Ensure compliance with legislative and audit requirements and adherence to relevant processes. Conduct client reviews within the context of client engagements and market all financial services solutions within the relevant business offering. Deliver customer experience excellence in own service delivery aligned to Organisational values and service standards. Deliver internal and external customer service excellence through adherence to quality service standards. Prevent wastage and identify process improvements to contain and reduce costs. Achieve revenue and profit targets by growing portfolio base, providing independent holistic advice and solutions that ensure revenue and profit growth. Important Notice Applications will not be accepted on or after 03/06/26. EEO Statement 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. Candidates may disclose disability information on a voluntary basis. This information will be kept confidential unless required by law to be disclosed. #J-18808-Ljbffr