Private Client Advisor

First National Bank Namibia Limited; Durban; On-site; ZAR 300,000 - 500,000; Full time

Benefits offered by this job

Basic guaranteed rewards with uncapped earning potential

Opportunities to network and innovate

Job summary

A leading financial institution in Durban seeks a Private Client Advisor to enhance client engagement through education and wealth management strategies. The ideal candidate should have a relevant degree and 3-5 years of experience in a sales or service environment. This position emphasizes building strong relationships, driving client retention, and managing a pipeline of leads. Competitive earning potential and opportunities for professional growth are provided.

Qualifications

• 3 to 5 years’ experience in a Sales/Service area of a financial environment.
• Signed off on FAIS categories.
• Ability to build relationships based on trust and openness.

Responsibilities

• Deliver exceptional experience and education to Private Clients.
• Drive client retention and increase vertical sales index (VSI).
• Manage existing clients and generate new leads.

Skills

Client relationship management

Sales skills

Service excellence

Curiosity and eagerness to learn

Education

Relevant NQF level 7 FSCA approved Degree

RE5 Regulatory Compliance Certificates with relevant COB

Job description

Private Client Advisor page is loaded## Private Client Advisorlocations: FNB Acacia house, 2 Kikembe Drive, Umhlanga, Durban, 4319posted on: Posted Todaytime left to apply: End Date: February 9, 2026 (5 days left to apply)job requisition id: R39288# **Job Description**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* **Hello future Private Advisor** 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*** 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*** 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* **You Will Have Access To*** Opportunities to network and collaborate.* Earn basic guaranteed rewards with uncapped earning potential.* Opportunities to innovate.* **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.* Curious & courageous - you're driven by always wanting to know more and learn more and you're brave enough to* Obsessed with mastery - you know what it takes to become good at what you do and are constantly pushing yourself to do it.* 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.* #POST #FNB #LI-EM1 We look forward to engaging with you further. Apply now!# # ****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.**09/02/26All 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.Introduce yourself to our recruiters and we will get in touch if there's a role that seems like a good match.Should you have any queries, please log it via .