Elite Private Wealth Advisor

The Ad Yard (Pty) Ltd; Gqeberha; On-site; ZAR 732,000 - 1,296,000; Full time

Job summary

FNB Private Banking and Advisory Team seeks a Private Wealth Advisor to deliver wealth creation, accumulation and protection solutions to clients. You will provide holistic advice, review client engagements, and drive VSI through contextual money management principles.

The role emphasizes building long-term relationships, growing the portfolio, and achieving revenue targets within a collaborative bank environment. NCA-compliant, client-centric, and results-driven profile is essential.

Qualifications

• Bachelor-level degree in Finance, Economics or Accounting; CFP preferred.
• 3–5 years’ experience in Investment, Financial Planning, Wealth Management and client-facing advisory.
• Knowledge of local and offshore fiduciary opportunities and wealth solutions.

Responsibilities

• Provide appropriate banking and financial solutions across an allocated portfolio.
• Conduct client reviews and market financial services solutions within the offering.
• Identify opportunities for revenue growth and deliver on sales targets.
• Develop and maintain collaborative relationships across FNB and the First Rand Group.
• Deliver service excellence aligned to values and standards.

Skills

Client advisory

Portfolio management

Relationship management

Education

Degree in Finance/Economics/Accounting

CFP preferred

Tools

Banking systems

CRM systems

Job description

FNB Private Banking and Advisory Team seeks a Private Wealth Advisor to deliver wealth creation, accumulation and protection solutions to clients. You will provide holistic advice, review client engagements, and drive VSI through contextual money management principles.

The role emphasizes building long-term relationships, growing the portfolio, and achieving revenue targets within a collaborative bank environment. NCA-compliant, client-centric, and results-driven profile is essential.