Private Advisor

firstrand; South Africa; Hybrid; ZAR 300 000 - 500 000; Full time

Job summary

Join the Private Banker Academy at a leading financial institution in South Africa, where you'll undergo a comprehensive training program to become a Private Advisor. This role offers the chance to serve esteemed clients while contributing to a talent pipeline for future opportunities. Ideal candidates will have a strong background in banking and a relevant degree, with a focus on delivering exceptional client experiences and achieving sales targets.

Benefits

Networking Opportunities

Guaranteed Rewards with Uncapped Earning Potential

Innovative Banking Solutions

Qualifications

• Minimum 18 months experience in a financial services environment.
• Possess RE5 Regulatory Compliance Certificates.
• Strong background in Banking / Investment / Financial Planning.

Responsibilities

• Deliver exceptional experience to Private Clients.
• Increase vertical sales index and drive client retention.
• Assist with profit growth through effective management of leads.

Skills

Sales Experience

Client Relationship Management

Wealth Management

Education

NQF level 7 FSCA approved Degree

Job description

time left to apply End Date: June 28, 2025 (30+ days left to apply)

job requisition id R24065

Job Description

FNB Private Banking & Advisory presents a remarkable opportunity to external applicants who are keen to join our Private Banker Academy!

Successful candidates will undergo a 3-6 month's training program across all regions in South Africa. This immersive experience will prepare you to excel as a Private Advisor, serving our esteemed Private Banking Advisory Clients. Upon completion, you will join our business permanently, contributing to our talent pipeline pool.

Welcome to F NB, 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.

Now’s the time to imagine your potential in a team where experts come together and ignite effective change.

Goals:

Improvement on the lives of customers through simple, effective solutions that meet their needs. Identify and utilize opportunities for revenue growth to deliver on sales targets.

Are you someone who can:

• 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.

You will be an ideal candidate if you:

• Have a minimum of 18 months experience within a Sales/Service area in a financial services environment as a Banker.
• Hold a relevant NQF level 7 FSCA approved Degree.
• Possess RE5 Regulatory Compliance Certificates; COB (Class of Business) would be an advantage.
• Have a strong background in Banking / Investment / Financial Planning / Wealth Management.

You will have access to:

• Opportunities to network and collaborate.
• Earn basic guaranteed rewards with uncapped earning potential.
• Opportunities to innovate and provide appropriate banking and financial solutions across an allocated portfolio of clients.
• Identify local and offshore fiduciary opportunities and advise on client philanthropy.

We can be a match if you are:

• Able to build sound relationships based on trust and openness.
• Achieving revenue and profit targets by growing portfolio base, providing independent holistic advice, solutions that ensure revenue and profit growth in line with KPIs across the Insure, Investments, Loans & Transact Pillar and Products.
• Contribute to a culture of service excellence, which builds positive relationships and provides opportunities for feedback and exceptional service.

Additional Requirements

In accordance with the National Credit Act (NCA), candidates applying for this role will require a credit record check.

Note:

This advertisement is not for an active vacancy. We are gathering applications to build a talent pool for future opportunities. By submitting your application, you will be considered for similar roles that may become available. We appreciate your interest and look forward to potentially working with you in the future.

Job Details

Application Closing Date: 28/06/25

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. Candidates can disclose disability information voluntarily. This information will be kept confidential unless required by law.

time left to apply End Date: May 31, 2025 (8 days left to apply)

time left to apply End Date: May 30, 2025 (7 days left to apply)

time left to apply End Date: May 30, 2025 (7 days left to apply)

Introduce Yourself

Introduce yourself to our recruiters. We will contact you if there's a suitable role.

Queries can be logged via MyQ.

About Us

FirstRand offers a range of financial services in South Africa and broader Africa, with niche products in the UK and India. Listed on the JSE and NSX, FirstRand is Africa's largest financial institution by market cap.

The group follows a multi-branding approach, including FNB, RMB, WesBank, Ashburton Investments, and others. Many are leaders in their segments, offering transactional, lending, investment, and insurance products. The Corporate Centre handles critical functions.

The group's purpose of delivering Shared Prosperity drives innovation to address social and environmental challenges. Employees participate in volunteering programs supporting causes close to their hearts.