Elite Private Wealth Advisor - Drive Growth & Client Success

RMB; Durban; On-site; ZAR 544,000 - 652,000; Full time

Benefits offered by this job

Uncapped earning potential

Networking opportunities

Career development

Job summary

FNB Durban is seeking a Private Wealth Advisor to deliver exceptional service to private wealth clients, focusing on wealth creation, accumulation and protection using Money Management principles. The role emphasizes driving VSI growth and strengthening long-term client retention through education and targeted financial solutions.

The ideal candidate will have a relevant degree, RE5 certification, and 3–5 years in financial sales/service, with FAIS compliance.

Qualifications

• Minimum qualification: NQF level 7 FSCA approved degree.
• RE5 regulatory compliance certificates with relevant COB.
• 3–5 years’ experience in a sales/service area of a financial environment.

Responsibilities

• Deliver exceptional experience and education to Private Clients on basic wealth creation.
• Increase VSI and drive client retention through Money Management principles.
• Market all financial services solutions within the relevant business offering.
• Assist with profit growth by managing leads pipeline and outputs.

Skills

Client relationship

Sales experience

Financial services

Money management

Education

NQF level 7 FSCA approved Degree

RE5 Regulatory Compliance Certificate

Tools

CRM systems

Job description

FNB Durban is seeking a Private Wealth Advisor to deliver exceptional service to private wealth clients, focusing on wealth creation, accumulation and protection using Money Management principles. The role emphasizes driving VSI growth and strengthening long-term client retention through education and targeted financial solutions.

The ideal candidate will have a relevant degree, RE5 certification, and 3–5 years in financial sales/service, with FAIS compliance.