Private Client Wealth Advisor

RMB Nigeria Limited; Durban; On-site; ZAR 570,000 - 725,000; Full time

Benefits offered by this job

Networking opportunities

Uncapped earning potential

Innovation opportunities

Job summary

FNB invites applications for a Private Client Advisor position in Durban. The role focuses on foundational wealth creation, accumulation, and protection strategies while delivering exceptional client experiences.

You will engage private clients, promote the bank's financial solutions, and strengthen relationships. The ideal candidate has a relevant NQF7 degree, RE5 compliance, and 3–5 years in sales/service within finance.

Qualifications

• Proven ability to build trust with private clients
• Experience selling financial services and advising on wealth creation
• Knowledge of Money Management principles and VSI growth

Responsibilities

• Deliver exceptional experiences and educate private clients on wealth creation basics
• Increase VSI and drive client retention using contextual Money Management principles
• Market and explain financial services solutions across the range
• Assist with profit growth by managing leads pipeline effectively
• Produce high-quality outputs within agreed deadlines

Skills

Relationship building

Sales experience

Regulatory compliance

Education

Degree (NQF 7)

RE5 Regulatory Compliance Certification

FAIS knowledge (Class of Business)

Job description

FNB invites applications for a Private Client Advisor position in Durban. The role focuses on foundational wealth creation, accumulation, and protection strategies while delivering exceptional client experiences.

You will engage private clients, promote the bank's financial solutions, and strengthen relationships. The ideal candidate has a relevant NQF7 degree, RE5 compliance, and 3–5 years in sales/service within finance.