Private Client Advisor

Wesbank; Pretoria; On-site; ZAR 420,000 - 660,000; Full time

Benefits offered by this job

Networking opportunities

Guaranteed rewards

Innovation opportunities

Job summary

FirstRand’s FNB Private Banking team seeks a Private Clients advisor to deliver wealth creation and protection strategies for private clients, focusing on Money Management principles to grow VSI and deepen client retention.

Ideal candidates hold an FSCA-approved degree (NQF 7), RE5 with COB, and 3–5 years in financial sales/service; relationship-building and service excellence are essential to succeed.

Qualifications

• Minimum qualification: 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/RMB clients on wealth creation and accumulation.
• Increase VSI and drive client retention through contextual Money Management principles.
• Understand and market all financial services solutions within the relevant business offering.
• Assist with profit growth by effective leads pipeline management.
• Produce high-quality outputs within agreed deadlines.

Skills

Relationship building

Client service

Sales experience

Financial products knowledge

Education

Relevant degree (NQF 7)

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.

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.

Key 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.
• 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.

Ideal Candidate

• 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.

Candidate Qualities

• 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 be self-driven to achieve your targets and set goals.
• Obsessed with mastery - you know what it takes to become good at what you do and are consistent with self-motivation.

Benefits & Opportunities

• Opportunities to network and collaborate.
• Earn basic guaranteed rewards with uncapped earning potential.
• Opportunities to innovate.

Closing Date & Equity & Disability Information

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. 06/09/26

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.

About FirstRand and FNB

FirstRand provides a comprehensive range of financial services in South Africa and certain markets in broader Africa. The group also offers certain niche products and services in the UK and India. Listed on the Johannesburg Stock Exchange (JSE) and the Namibian Stock Exchange (NSX), FirstRand Limited is the largest financial institution by market capitalisation in Africa. The group follows a multi-branding approach. Its portfolio of financial services businesses includes FNB, RMB, WesBank, Ashburton Investments, Aldermore, MotoNovo and DirectAxis. Many are leaders in their respective segments and markets, offering transactional, lending, investment and insurance products and services The FirstRand Corporate Centre houses many of the critical functions required by a large and complex financial services group. The group's track record of delivering superior returns to shareholders has been achieved through a combination of organic growth, acquisitions, innovation and the creation of completely new businesses. The group’s purpose of delivering Shared Prosperity provides many opportunities for employees to innovate to address social and environmental challenges in our markets. All of our businesses have successful Volunteering programmes which also allow employees to adopt and support causes close to their hearts.