Private Client Advisor

FNB South Africa; Johannesburg; On-site; ZAR 350,000 - 520,000; Full time

Benefits offered by this job

Guaranteed rewards

Uncapped earning potential

Networking opportunities

Innovation opportunities

Job summary

FNB in Johannesburg seeks a Private Advisor to deliver exceptional client experiences in foundational wealth creation, accumulation, and protection. You will apply Money Management principles to enhance engagement, grow VSI, and entrench long-term loyalty through strong client relationships.

Ideal candidates will have 3–5 years in a financial sales/service role, RE5 compliance, and FAIS category approvals, enabling proactive cross-selling across financial services and strong lead management for

Qualifications

• 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.

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.

Skills

Relationship building

Customer service

Sales

Education

NQF level 7 degree

Job description

Job Description

To provide an exceptional experience to private clients focused on foundational wealth creation, accumulation, and protection strategies. Enhance client engagement and loyalty by applying contextual Money Management principles, driving growth in the Vertical Sales Index (VSI), and fostering long-term client retention and entrenchment.

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.

Job Description

To provide an exceptional experience to private clients focused on foundational wealth creation, accumulation, and protection strategies. Enhance client engagement and loyalty by applying contextual Money Management principles, driving growth in the Vertical Sales Index (VSI), and fostering long‑term client retention and entrenchment.

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.

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.

17/10/26

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.