Private Client Advisor

RMB; Bellville; On-site; ZAR 420,000 - 540,000; Full time

Job summary

FNB in Bellville is seeking a Private Client Advisor to proactively grow the balance sheet of an allocated client base, delivering wealth creation education and exceptional service to a portfolio of clients.

You will increase vertical sales index, drive client retention, and entrench through Money Management principles while consulting with SMEs on complex products to provide appropriate banking and financial solutions.

Qualifications

• FSCA-approved NQF level 7 degree required.
• RE5 regulatory certificate required.
• 3–5 years in sales/service within finance.

Responsibilities

• Grow the allocated client balance sheet and portfolio.
• Deliver wealth creation education and guidance to clients.
• Increase VSI and drive client retention through Money Management principles.
• Consult with SMEs on complex products to provide appropriate advice.
• Provide banking and financial solutions across the portfolio.
• Grow customer base by generating leads and managing existing accounts.

Skills

Relationship building

Sales experience

Financial services knowledge

Education

NQF level 7 degree

RE5 registration (COB)

Job description

## Private Client AdvisorApplylocations: Bellvilletime type: Full timeposted on: Posted 8 Days Agotime left to apply: End Date: August 15, 2026 (2 days left to apply)job requisition id: R45681# **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.Now’s the time to imagine your potential in a team where experts come together and ignite effective change.**Are you someone who can:*** Proactively grow the balance sheet of an allocated customer, deliver exceptional experience and education to portfolio of clients on wealth creation?* Deliver exceptional experience and education to portfolio of clients on wealth creation?* Increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principles?**You will be an ideal candidate if you:*** 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.**You will have access to:*** Opportunities to network and collaborate.* Earn basic guaranteed rewards with uncapped earning potential.* Participate in planned activities that are appropriate for own development.**You will be an ideal candidate if you:*** 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.**We can be a match if you are:*** Able to build sound relationships based on trust and openness.* Contribute to a culture of service excellence, which builds positive relationships and provides opportunity for feedback and exceptional service.* Conduct digital client reviews within the context of client engagements.* Consult with SMEs on complex products to provide appropriate product advise.* Execute on opportunities to expand our customer base with creditworthy and potentially profitable customers.* Provide appropriate banking and financial solutions across an allocated portfolio of clients.* Ensure growth and increase in customer base by ensuring the management of existing clients, generates new leads and grows active customer account base.* Comply with relevant statutory, legislative, policy and governance requirements as well as set processes and procedures related to area of specialization.# # **Important Closing Date Note**# **Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.**15/08/26All appointments will be made in line with FirstRand Group’s Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.