Private Client Wealth Advisor

RMB

Mbombela (Nelspruit)

On-site

ZAR 391,000 - 529,000

Full time

2 days ago
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Job summary

FNB is seeking a Private Client Advisor in Nelspruit to deliver exceptional client education on wealth creation and protection strategies. You will aim to increase VSI and drive retention, leveraging Money Management principles.

The ideal candidate has 3–5 years in financial sales/service, with NQF level 7 degree and RE5. FAIS categories knowledge is required. Join a team focused on client-first service and growth.

Qualifications

  • Ability to build sound relationships based on trust and openness.
  • Experience in sales/service within financial environment.
  • Understanding and applying FAIS categories and governance requirements.

Responsibilities

  • Build sound relationships with clients and open lines of communication.
  • Grow the active customer base by managing existing clients and generating new leads.
  • Ensure compliance with statutory, governance, and internal procedures.

Skills

Relationship building
Communication skills
Target achievement
Lead management

Education

NQF level 7 FSCA approved degree
RE5 regulatory compliance certificates

Job description

FNB is seeking a Private Client Advisor in Nelspruit to deliver exceptional client education on wealth creation and protection strategies. You will aim to increase VSI and drive retention, leveraging Money Management principles.

The ideal candidate has 3–5 years in financial sales/service, with NQF level 7 degree and RE5. FAIS categories knowledge is required. Join a team focused on client-first service and growth.

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