Private Client Advisor — Grow Portfolios & Relationships

RMB SA; Cape Town; On-site; ZAR 350,000 - 550,000; Full time

Job summary

FNB Private Banking is seeking a Private Clients Advisor to support a portfolio of high-net-worth clients in Cape Town. You will provide financial services guidance, conduct portfolio analysis, and nurture client relationships to uncover new opportunities.

The ideal candidate has 2-3 years in a sales/service banking environment, a relevant NQF7 degree in Finance, Economics or Accounting, and RE5 qualification. The role is full-time, on-site with a closing date 30/09/2026.

Qualifications

• 2-3 years' experience in a Sales/Service banking or financial environment.
• Relevant NQF7 level degree in Finance, Economics or Accounting.
• RE5 qualification required.

Responsibilities

• Provide sound financial services recommendations based on client needs and market trends.
• Assist with lead management and pipeline development.
• Support portfolio analysis and client engagement to drive growth.
• Compile reports to track progress and inform decision making.
• Ensure compliance with regulatory and governance requirements.

Skills

Sales experience

Client relationship

Financial services knowledge

Education

NQF7 degree in Finance/Economics/Accounting

RE5 qualification

Tools

CRM systems

Job description

FNB Private Banking is seeking a Private Clients Advisor to support a portfolio of high-net-worth clients in Cape Town. You will provide financial services guidance, conduct portfolio analysis, and nurture client relationships to uncover new opportunities.

The ideal candidate has 2-3 years in a sales/service banking environment, a relevant NQF7 degree in Finance, Economics or Accounting, and RE5 qualification. The role is full-time, on-site with a closing date 30/09/2026.