Elite Private Wealth Advisor

FirstRand Bank India; Johannesburg; On-site; ZAR 700,000 - 900,000; Full time

Job summary

FNB is seeking a Private Banking advisor to deliver expert savings, investment, and estate planning solutions to high-income clients. You will provide tailored advice, cultivate long-term relationships, and help clients meet financial objectives with professionalism and personalised service.

As part of the Private Banking and Advisory Team, you will work with talented colleagues in a curious, adaptable environment.

Qualifications

• NQF7 level degree in Finance, Economics or Accounting.
• RE5 qualification is required.
• CFP qualification is preferred.
• 3–5 years’ experience in Banking, Investment, Financial Planning, Wealth Management, and client-facing environments.
• Solid understanding of money management principles.

Responsibilities

• Deliver wealth management advice and education to high-net-worth clients.
• Identify opportunities to grow revenue and cross-sell banking solutions.
• Provide appropriate financial solutions across an allocated client portfolio.
• Ensure compliance with regulatory requirements and internal controls.
• Build and maintain relationships across FNB and FirstRand Group teams.

Skills

Portfolio growth

Client relationship management

Financial advisory

Sales targets achievement

Wealth management

Education

NQF7 degree in Finance/Economics/Accounting

RE5 qualification

CFP (preferred)

Job description

FNB is seeking a Private Banking advisor to deliver expert savings, investment, and estate planning solutions to high-income clients. You will provide tailored advice, cultivate long-term relationships, and help clients meet financial objectives with professionalism and personalised service.

As part of the Private Banking and Advisory Team, you will work with talented colleagues in a curious, adaptable environment.