Private Client Wealth Advisor

RMB Nigeria Limited; Cape Town; On-site; ZAR 464,000 - 556,000; Full time

Job summary

FNB is seeking a Private Clients Advisor in Cape Town to proactively grow the balance sheet of an allocated client portfolio and provide wealth creation guidance. You will educate clients on financial products and enhance client experiences through personalized service.

The role requires a degree (NQF 7) and RE5 compliance, with 3–5 years in financial sales/service. End date: 21/11/2026; base package indicated. A strong client-focus and regulatory adherence are essential.

Qualifications

• 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.

Responsibilities

• Grow the balance sheet of an allocated customer portfolio.
• Deliver exceptional service and education to clients on wealth creation.
• Increase client retention and entrenchment using Money Management principles.

Skills

Sales experience

Wealth management

Customer service

Education

NQF 7 Degree

RE5 Regulatory Certification

Job description

FNB is seeking a Private Clients Advisor in Cape Town to proactively grow the balance sheet of an allocated client portfolio and provide wealth creation guidance. You will educate clients on financial products and enhance client experiences through personalized service.

The role requires a degree (NQF 7) and RE5 compliance, with 3–5 years in financial sales/service. End date: 21/11/2026; base package indicated. A strong client-focus and regulatory adherence are essential.