Private Advisor

Fnb South Africa; Cape Town; On-site; ZAR 350 000 - 500 000; Full time

Job summary

A prominent financial institution in Cape Town seeks a Mid-Senior level candidate to deliver exceptional experience to clients regarding wealth creation and protection. The ideal candidate will hold a relevant degree and must have 3 to 5 years of experience in a financial environment. Responsibilities include understanding financial services solutions and driving client retention through effective education. The role offers full-time employment with opportunities for growth in a supportive environment.

Qualifications

• 3 to 5 years' experience within a Sales/Service area of a financial environment.
• Strong background in Banking/Investment/Financial Planning/Wealth Management.

Responsibilities

• Deliver exceptional experience and education to Private Clients.
• Understand and market all financial services solutions.
• Assist with profit growth for the business.

Skills

Building trust-based relationships

Achieving revenue and profit targets

Creating a culture of service excellence

Education

Relevant NQF level 7 FSCA approved bachelor's degree

RE5 Regulatory Compliance Certificates

Certified Financial Planner (CFP)

Job description

Job Description

Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us incredibly proud of people that make it happen.

About the Role

To deliver exceptional experience and education to Private Clients/Private Clients RMB clients on basic wealth creation, accumulation, and overall protection tactics to increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principles.

Responsibilities

• Deliver exceptional experience and education to Private Clients on basic wealth creation, accumulation.
• Increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principles.
• Understand and market all financial services solutions within the relevant business offering.
• Assist with profit growth for the business through ensuring effective management of the leads pipeline.
• Produce consistently high-quality outputs within agreed deadlines.

Essential Qualifications & Requirements

• Minimum Qualification - Relevant NQF level 7 FSCA approved bachelor's degree.
• RE5 Regulatory Compliance Certificates with relevant COB (Class of Business) - Essential.
• Preferred Qualification - Certified Financial Planner (CFP).
• Complete and signed off on supervision by relevant KI.
• Experience - 3 to 5 years' experience within a Sales/Service area of a financial environment.
• Strong background in Banking /Investment / Financial Planning / Wealth Management.

Required Skills

• Building trust-based relationships ? Relationship-Driven
• Achieving revenue and profit targets through holistic advice across financial pillars ? Financial Growth
• Creating a culture of service excellence and feedback ? Service Excellence

Preferred Skills

• Entrepreneurial or incentive-driven mindset - Network and collaborate.
• Earn basic guaranteed rewards with uncapped earning potential.
• Innovate, provide appropriate banking and financial solutions ? Financial Advisory & Innovation
• Identify Local and Offshore fiduciary opportunities and advise on client philanthropy ? Fiduciary Expertise & Philanthropic Advisory

Equal Opportunity Statement

In accordance with National Credit Act (NCA) candidates applying for this role will require a credit record check. All appointments will be made in line with the Bank's Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities and will keep any disclosure confidential unless required by law.

Job Details

Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below: 31/12/25. All appointments will be made in line with FirstRand Group's Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities and will keep any disclosure confidential unless required by law.

Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Other

Industries

Banking

Location

Cape Town, Western Cape, South Africa