Private Client Advisor

FNB South Africa; Stellenbosch; On-site; ZAR 540,000 - 900,000; Full time

Job summary

RMB Affluent at FNB South Africa seeks a Wealth Advisor to deliver tailored financial guidance on wealth creation, accumulation, and protection while expanding the client base. You will offer holistic banking and investment solutions within an allocated portfolio, ensuring regulatory compliance and a collaborative, high-service approach.

Join a team focused on client-centric advisory, revenue growth, and strong cross-team cooperation to enhance market presence and client retention.

Qualifications

• Achieve revenue and profit targets by growing portfolio base, providing independent holistic advice and solutions that ensure revenue and profit growth.
• Identify and utilise opportunities for revenue growth to deliver on sales targets.
• Provide appropriate banking and financial solutions across an allocated portfolio of clients.
• Identify Local and Offshore fiduciary opportunities and advise on client philanthropy.
• Ensure compliance to legislative and audit requirements and adherence to relevant processes.
• Build working relationships across teams and functional lines to enhance work delivery, collaboration, and innovation.
• Develop, encourage and nurture collaborative relationships within RMB and/or across the First Rand Group (FRG).
• Conduct client reviews within the context of client engagements and market all financial services solutions within the relevant business offering.
• Deliver customer experience excellence in own service delivery aligned to Organisational values and service standards.
• Deliver internal and external customer service excellence through adherence to quality service standards.
• Prevent wastage and identify process improvements to contain and reduce costs.

Responsibilities

• Achieve revenue and profit targets by growing portfolio base and advising on solutions.
• Deliver customer experience excellence in service delivery.
• Prevent wastage and identify process improvements to reduce costs.

Skills

Revenue growth

Holistic financial advice

Portfolio management

Regulatory compliance

Client relationship

Collaboration across teams

Philanthropy advisory

Sales targets

Process improvement

Client reviews

Service excellence

Education

NQF7 Finance/Economics/Accounting

RE5 qualification

CFP (preferred)

Job description

Job Description

To deliver exceptional experience and education to RMB Affluent 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.

We are RMB

RMB is a leading African Corporate and Investment Bank (CIB). We partner our clients to deliver advisory, lending, trading, securities, corporate banking, private equity and investment solutions. We represent the CIB activities of FirstRand Limited - one of the largest financial services groups in Africa.

Are You Someone Who Can

• Achieve revenue and profit targets by growing portfolio base, providing independent holistic advice and solutions that ensure revenue and profit growth.
• Identify and utilise opportunities for revenue growth to deliver on sales targets.
• Provide appropriate banking and financial solutions across an allocated portfolio of clients.
• Identify Local and Offshore fiduciary opportunities and advise on client philanthropy.
• Ensure compliance to legislative and audit requirements and adherence to relevant processes.
• Build working relationships across teams and functional lines to enhance work delivery, collaboration, and innovation.
• Develop, encourage and nurture collaborative relationships within RMB and/or across the First Rand Group (FRG).
• Conduct client reviews within the context of client engagements and market all financial services solutions within the relevant business offering.
• Participate in planned activities that are appropriate for own development.
• Deliver customer experience excellence in own service delivery aligned to Organisational values and service standards.
• Deliver internal and external customer service excellence through adherence to quality service standards.
• Prevent wastage and identify process improvements to contain and reduce costs.

You Will Be An Ideal Candidate If You

• Relevant NQF7 Level Degree in Finance, Economics or Accounting.
• Completed RE5 qualification.
• Preferred Qualification - Certified Financial Planner (CFP)
• Experience - 3 to 5 years' experience in a Banking, Investment, Financial Planning, Wealth Management, and client facing environment.
• Full understanding of money management principles
• Candidates are required to have sign-off on the following sub-categories:
  • 1.3 Long-Term Insurance subcategory B1
  • 1.4 Long-Term Insurance subcategory C
  • 1.5 Retail Pension Benefits
  • 1.14 Participatory Interests in a Collective Investment Scheme
  • 1.17 Long-term Deposits
  • 1.18 Short-term Deposits
  • 1.22 Long-term Insurance subcategory B1-A
• Sound working knowledge of required business-related systems.
• Sound working knowledge of Banking and Financial Services Regulatory requirements.
• Knowledge on wealth management creation and accumulation
• Wealth protection or risk knowledge
• Excellent project management skills and able to plan and organize work independently.
• Proven track record in servicing a portfolio of clients and in acquisition of new relationships.
• Excellent knowledge of global financial markets and current affairs
• Ability to match client needs with appropriate product solutions.
• Sound knowledge of the Bank's risk and other mandates to ensure exercising good commercial judgment while representing the Bank's and the shareholders' interests always.

Requirements

• In accordance with National Credit Act (NCA) candidates applying for this role will require a credit record check.

Post

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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.

13/10/26

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.