Private Client Advisor

FNB South Africa; Johannesburg; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading South African banking institution is seeking a Private Advisor in Johannesburg. In this role, you will deliver exceptional service to private clients and drive client retention through contextual money management. The ideal candidate will possess a relevant degree, have experience in a financial sales/service environment, and have excellent relationship-building skills. Opportunities for networking and uncapped earning potential are available. Apply by 05/02/26.

Benefits

Guaranteed rewards

Networking opportunities

Innovation opportunities

Qualifications

• Minimum of 3 to 5 years’ experience within a Sales/Service area of a financial environment.
• Ability to understand and market financial services solutions.

Responsibilities

• Deliver exceptional experience to private clients.
• Drive client retention and manage leads.
• Produce high-quality outputs within deadlines.

Skills

Relationship building

Sales and service experience

Financial services knowledge

Education

Relevant NQF level 7 FSCA approved Degree

RE5 Regulatory Compliance Certificates

Job description

Overview

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.

Responsibilities

• Deliver exceptional experience and education to Private Clients/Private Clients RMB 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.

Qualifications

• Minimum Qualification - Relevant NQF level 7 FSCA approved Degree.
• RE5 Regulatory Compliance Certificates with relevant COB (Class of Business) Meet all requirements on SUB-CATS.
• 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.
• Opportunities to innovate.

We can be a match if you are

• Able to build sound relationships based on trust and openness.
• 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.

Are you interested to take the step? 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.

05/02/26

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. 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.