Elite Private Wealth Advisor: Grow & Protect Client Wealth

Fnbnamibia; Durban; On-site; ZAR 508,000 - 688,000; Full time

Job summary

FNB in Durban seeks a Private Wealth Advisor to deliver foundational wealth creation strategies and personalized client education. You will apply Money Management principles to deepen engagement, drive VSI growth, and strengthen long-term retention for private clients.

The role requires a relevant NQF7 degree, RE5 compliance, and FAIS category approvals, with 3–5 years in financial sales/service. Join a team focused on service excellence, growth, and robust client relationships.

Qualifications

• Minimum Qualification - Relevant NQF level 7 FSCA approved Degree.
• RE5 Regulatory Compliance Certificates with relevant COB (Class of Business).
• Experience - 3 to 5 years’ experience within a Sales/Service area of a financial environment.
• Signed off on FAIS categories.

Responsibilities

• Deliver exceptional experience and education to Private Clients on basic wealth creation, accumulation, and protection.
• Increase vertical sales index (VSI) and drive client retention and entrenchment through Money Management principles.
• Understand and market all financial services solutions within the relevant business offering.
• Assist with profit growth through effective management of the leads pipeline.

Education

NQF Level 7 Degree

RE5 Regulatory Compliance Certificates

FAIS knowledge

Job description

FNB in Durban seeks a Private Wealth Advisor to deliver foundational wealth creation strategies and personalized client education. You will apply Money Management principles to deepen engagement, drive VSI growth, and strengthen long-term retention for private clients.

The role requires a relevant NQF7 degree, RE5 compliance, and FAIS category approvals, with 3–5 years in financial sales/service. Join a team focused on service excellence, growth, and robust client relationships.