Job Description: Deliver an exceptional experience for Private Wealth clients, focusing on foundational strategies for wealth creation, accumulation, and protection. This role applies relevant money management principles to deepen client engagement, drive Vertical Sales Index (VSI) growth, and strengthen long‑term client retention and entrenchment. Responsibilities include: Achieve revenue and profit targets by growing portfolio base and providing independent holistic advice and solutions that ensure revenue and profit growth. Identify and utilise opportunities for revenue growth to deliver on sales targets. Provide appropriate banking and financial solutions across an allocated portfolio of clients. Identify local and offshore fiduciary opportunities and advise on client philanthropy. Ensure compliance to legislative and audit requirements and adherence to relevant processes. Build working relationships across teams and functional lines to enhance work delivery, collaboration, and innovation. Develop, encourage and nurture collaborative relationships within FNB and/or across the First Rand Group (FRG). Conduct client reviews within the context of client engagements and market all financial services solutions within the relevant business offering. Participate in planned activities that are appropriate for own development. 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. Ideal Candidate Profile Relevant NQF7 Level Degree in Finance, Economics or Accounting. Completed RE5 qualification. Preferred: Certified Financial Planner (CFP). 3 to 5 years of experience in a banking, investment, financial planning, wealth management or client‑facing environment. Full understanding of money management principles. Strong project management skills and ability to plan and organise work independently. Proven track record in servicing a portfolio of clients and in acquisition of new relationships. Excellent knowledge of global financial markets and current affairs. Ability to match client needs with appropriate product solutions. Sound knowledge of the bank's risk and other mandates to ensure exercising good commercial judgment while representing the bank's and the shareholders’ interests. Sign‑off Requirements Long‑Term Insurance subcategory B1. Long‑Term Insurance subcategory C. Retail Pension Benefits. Participatory Interests in a Collective Investment Scheme. Long‑term Deposits. Short‑term Deposits. Long‑term Insurance subcategory B1‑A. Additional Requirements: In accordance with the National Credit Act (NCA) candidates applying for this role will require a credit record check. All appointments will be made in line with FirstRand Group’s Employment Equity plan. #J-18808-Ljbffr