Private Client Advisor

FNB South Africa; Tzaneen; On-site; ZAR 400 000 - 600 000; Full time

Job summary

A major retail bank in Tzaneen, Limpopo is looking for a candidate to provide exceptional service and education to Private Clients regarding wealth creation and management. The ideal applicant should have a relevant NQF level 7 degree and 3 to 5 years of experience in a financial service. The role involves managing client relationships, driving retention, and ensuring effective lead management, with opportunities for growth and uncapped earning potential.

Benefits

Opportunities to network and collaborate

Basic guaranteed rewards with uncapped earning potential

Opportunities to innovate

Qualifications

• 3 to 5 years’ experience in a Sales/Service area of a financial environment.
• Knowledge of financial services and relevant regulations.
• Signed off on FAIS categories.

Responsibilities

• Deliver exceptional experience and education to Private Clients.
• Drive client retention and entrenchment.
• Manage the leads pipeline for profit growth.

Skills

Client relationship management

Wealth creation and accumulation

Effective lead management

Financial services knowledge

Education

NQF level 7 FSCA approved Degree

RE5 Regulatory Compliance Certificates

Job description

Job Description

To deliver exceptional experience and education to 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.

Who You Are

• Deliver exceptional experience and education to Private Clients on basic wealth creation and accumulation.
• Increase vertical sales index (VSI) and drive client retention and entrenchment 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.

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.
• Signed off on FAIS categories.

What 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 – driven by always wanting to know more and learn more and brave enough to seek challenges.
• Obsessed with mastery – constantly pushing yourself to do it.
• Ensure growth and increase in customer base by managing existing clients, generating new leads and growing 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.

Application Closing Date

31/01/26

EEO Statement

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.