Private Client Advisor

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

Benefits offered by this job

Networking opportunities

Guaranteed rewards

Uncapped earning potential

Job summary

FirstRand Limited in Nelspruit/Mbombela is seeking a Private Client Advisor to deliver exceptional guidance on wealth creation, accumulation, and risk protection to RMB clients. You will build trusted relationships, expand the client base, and manage the leads pipeline to drive vertical sales index (VSI) and client entrenchment.

You will market full financial services solutions, ensure regulatory compliance (FAIS/ COB), and collaborate with colleagues to achieve service excellence and

Qualifications

• Relevant NQF level 7 FSCA approved degree.
• RE5 regulatory compliance certificates with COB (Class of Business).
• 3–5 years’ experience in a Sales/Service area of a financial environment.

Responsibilities

• Deliver exceptional experience and education to Private Clients on wealth creation, accumulation and protection.
• Market all financial services solutions within the relevant business offering.
• Assist with profit growth through ensures effective management of the leads pipeline.
• Produce consistently high-quality outputs within agreed deadlines.

Skills

Sales experience

Financial services

Client service

FAIS knowledge

Education

NQF level 7 FSCA approved degree

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.