FirstRand Bank Private Banking and Advisory Graduate Academy Programme 2027

Who can apply

• Qualification: A completed FAIS-accredited NQF level 7 undergraduate degree or an NQF level 8 postgraduate qualification in one of the following fields: BCom Investments, Financial Planning, Estate Planning, Financial Management, Accounting or Economics.
• Interest: A strong interest in a client-facing role in financial planning and wealth management is essential.
• Location: You must be able to be based in one of the programme hubs — Gauteng, KwaZulu-Natal or Cape Town — because the programme runs from these regional centres and requires on-site attendance.
• Employment type: This is a contract-based graduate programme. Performance during the programme determines consideration for permanent employment.

How to apply

Applications are submitted directly to FirstRand Bank Private Banking - we do not collect applications. Read the eligibility criteria, prepare your supporting documents, then complete your application on the official page.

Full details

FirstRand Bank India is inviting applications for its Private Banking and Advisory Graduate Academy 2027 - a contract-based graduate programme that trains top finance graduates for client-facing careers in private banking and wealth management. The academy is aimed at graduates who want hands-on exposure to wealth management, financial planning and investment strategy, and who aspire to advise high-net-worth clients. Successful participants will be assessed throughout the programme, with top performers considered for permanent roles within the bank.

Quick overview

About the organisation

FirstRand Bank India forms part of the FirstRand Group’s banking activities. The bank runs graduate development programmes designed to identify and develop the next generation of financial advisers and private bankers. Appointments are made in line with the FirstRand Group’s Employment Equity plan, and the bank supports the recruitment and advancement of individuals with disabilities. Candidates may voluntarily disclose disability information as part of their application.

What the role involves

This graduate academy is a structured learning and development programme that immerses graduates in private banking and advisory work. Over the course of the programme you will receive practical training and mentorship to develop technical, regulatory and client-engagement skills required to work with high-net-worth individuals. The programme combines classroom-style learning with on-the-job experience in wealth management, financial planning and investment strategy.

Duties and responsibilities

• Participate in intensive training sessions on wealth management, financial planning, estate planning and investment strategy.
• Support senior private advisors and relationship managers in delivering advice to high-net-worth clients.
• Assist with the preparation of financial plans, investment proposals and client presentations.
• Perform financial and investment analysis to support portfolio construction and recommendations.
• Apply FAIS-related knowledge and adhere to compliance and regulatory requirements in all client interactions.
• Engage in client-facing activities under supervision, building relationship and communication skills.
• Complete assessments and performance reviews; top performers may be offered permanent positions.

Requirements explained clearly

Who should consider applying

Apply if you are a recent graduate or early-career professional with a FAIS-accredited finance qualification and a clear ambition to work with high-net-worth clients. This opportunity suits candidates who are numerate, client-oriented and keen to learn both technical investment concepts and the soft skills required for relationship management. If you can commit to being based in Gauteng, KwaZulu-Natal or Cape Town and want a structured route into private banking, this programme is for you.

Application checklist

Before you apply, prepare the following:

• Updated CV highlighting relevant academic qualifications, internships or work experience, and any client-facing or sales experience.
• Certified or clear scans/photos of your degree or postgraduate qualification (FAIS-accredited).
• Brief cover letter or personal statement (1 page) explaining your interest in private banking and why you want a client-facing role.
• Contact details for at least one referee (if requested later).
• Proof that you can be based in one of the programme hubs (willingness to relocate, if applicable).
• Optional: LinkedIn profile with professional summary, coursework or projects relevant to investments, financial planning or wealth management.

How to apply

Submit your application through the employer’s careers page: Apply via FirstRand careers. Follow the application steps on that page, upload the required documents and ensure your contact details are correct. Note the application closing date of 31 October 2026.

Create a Job Specific ATS CV and a Cover Letter Here

Edupstairs advice - make your application stand out

• Tailor your CV: Lead with academic achievements and modules directly relevant to wealth management - investments, financial planning, estate planning, accounting or economics. Include any projects, dissertations or coursework that involved portfolio analysis or financial modelling.
• Show client-facing potential: If you have experience in sales, tutoring, student societies, volunteer roles or internships where you engaged with people, highlight how you communicated complex information clearly and built relationships.
• Quantify results: Where possible, quantify achievements (e.g. “analysed X investments”, “managed a budget of R…”, “increased participation by X%”). Numbers give credibility to your skills.
• Demonstrate commercial awareness: Mention any short courses, competitions, investment clubs or reading that show your interest in markets and financial planning.
• Prepare for assessment stages: Graduate academies often include numerical tests, case studies and interviews. Practise basic financial calculations, read recent market commentary and prepare short, structured answers about advisory scenarios.
• Be location-ready: Clearly state your willingness to be based in Gauteng, KwaZulu-Natal or Cape Town. If you need to relocate, make that clear and indicate your timing.
• Mind your presentation: Keep your CV concise (1 - 2 pages), error-free and easy to scan. Use a professional tone in your cover letter and ensure all documents are labelled clearly when uploaded.

Tools you may find useful:

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Frequently asked questions

1. Who is eligible to apply?Graduates with a FAIS-accredited NQF level 7 undergraduate degree or NQF level 8 postgraduate qualification in BCom Investments, Financial Planning, Estate Planning, Financial Management, Accounting or Economics, who have a strong interest in client-facing financial planning and wealth management roles and can be based in Gauteng, KwaZulu-Natal or Cape Town.
2. Is this a permanent job?The opportunity is a contract-based graduate programme. Top performers will be evaluated for permanent roles within the bank on completion of the programme.
3. Where will the programme take place?The programme runs from three regional hubs: Gauteng, KwaZulu-Natal and Cape Town. Participants are required to be based in these regions and to attend on-site activities.
4. How will I know the outcome of my application?Applications are being gathered to build a talent pool; immediate status updates or decline notices may not be provided. Follow the application portal for updates and ensure your contact details are correct.
5. Can applicants with disabilities apply?Yes. The bank supports recruitment and advancement of individuals with disabilities. Candidates may voluntarily disclose disability information as part of their application; this information is handled confidentially in line with legal requirements.
6. What documents should I attach?Your CV and proof of your FAIS-accredited qualification should be attached. A short cover letter outlining your interest in private banking and your willingness to be based in one of the regional hubs is also recommended.

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Disclaimer

Confirm final details - including contract terms, programme duration and selection timelines - on the employer’s official application page before applying. All appointments will be made in line with FirstRand Group’s Employment Equity plan.

EDUPSTAIRS IS A REGISTERED NON-PROFIT ORGANISATION NPO No: 232 - 182, PUBLIC BENEFIT ORGANISATION (PBO): 930066984. EDUPSTAIRS DOES NOT, IN ANY WAY OR FORM, SOLICIT MONEY OR CV’S FROM PEOPLE FOR JOBS. PLEASE BE AWARE OF PHONY JOB POSTINGS AND RECRUITMENT FRAUD. USE THE EDUPSTAIRS SCAM DETECTOR TOOL TO SPOT A SCAM BEFORE YOU APPLY

Frequently asked questions

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