Private Client Advisor

Wesbank; Mbombela (Nelspruit); On-site; ZAR 419,000 - 501,000; Full time

Benefits offered by this job

Networking opportunities

Guaranteed rewards

Innovation opportunities

Job summary

FNB in Nelspruit is seeking a Private Client Advisor to deliver wealth education to RMB clients and grow the client base. You will increase VSI, retain clients, and market all financial services solutions, while managing leads and meeting deadlines.

The role requires an NQF level 7 degree, RE5 COB certification, FAIS categories, and 3–5 years in financial services sales/service. Applications close 30/11/2026.

Qualifications

• Relevant NQF level 7 FSCA approved Degree required.
• RE5 Regulatory Certification with COB (Class of Business) desired.
• 3–5 years in a Sales/Service role in financial services environment.

Responsibilities

• Deliver exceptional experience and education to Private Clients on wealth creation and protection.
• Increase VSI and drive client retention using Money Management principles.
• Market all financial services solutions within the relevant offering.
• Assist profit growth by managing leads pipeline and outputs to deadlines.
• Produce consistently high-quality outputs within agreed timelines.

Skills

Sales experience

Financial services

Client relationships

Education

NQF level 7 degree

RE5 certification

FAIS knowledge

Job description

## Private Client AdvisorApply: Nelspruit: Posted Yesterday: End Date: November 30, 2026 (30+ days left to apply): R41220# **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-CR1 We look forward to engaging with you further. Apply now!# # **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.**30/11/26All 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.