PW Private Banker Wealthy C

Job Description

About us, purpose, experience and qualifications
about us
Helpful Effective Ethical Innovative Accountable and you have one simple goal: to improve the lives of customers through simple, effective solutions that meet their needs, contact us today and join a winning team. All appointments will be made in line with the Bank’s Employment Equity plan The Bank actively supports the recruitment and advancement of individuals with disabilities. We recommend that candidates be encouraged to declare their disability and consult the Bank should they require reasonable accommodation.

Responsibilities + Skills

Experience in structuring non-traditional security-based lending facilities.Experience in providing tailored solutions to significant families.Experience in advising clients regarding Company Succession Planning.Experience in dealing with clients and structures across various jurisdictions.Product knowledge in Capital markets, risk management, investment management, trust and estate planning.


Relevant Degree in Finance or Economics or Accounting.FAIS accreditation required (RE).


3 to 5 years relevant client facing experience (PB Wealthy). Preferred:Strong background in investments, corporate finance, Private Banking or related advisory services.Experience in dealing with complex personal and juristic financial structures.Experience in analysing and interpreting complex personal and juristic financial statements (balance sheets,

Job Summary

  • Published on: Wednesday, 18th December 2019
  • Designation: PW Private Banker Wealthy C
  • industry: Retail
  • Vacancy: 1
  • Employment Status: Full-time
  • Job Location: Johannesburg
  • Salary: on a call
  • Gender:
  • Application Deadline: Wednesday, 18th December 2019

About the Company

  • Company Name: FirstRand.
  • Address: PO Box 650149 Benmore, 2010
  • Website:
  • Company Profile:
  • FirstRand knows firsthand about banking. The company's FirstRand Bank Holdings operates FirstRand Bank and First National Bank in southern Africa, as well as asset financing firm WesBank and investment bank Rand Merchant Bank. FirstRand Limited owns and operates more than 750 branches and approximately 6,000 ATMs in South Africa, Botswana, Lesotho, Mozambique, Namibia, Swaziland, and Zambia. It also has a presence on every continent except Antarctica, with an international focus on Asia, Australia, the Middle East, and the UK. The company's activities encompass retail and private banking, corporate and investment banking, insurance, and asset management. 

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