Private Client Wealth Advisor

Fnbnamibia; South Africa; On-site; ZAR 420,000 - 650,000; Full time

Benefits offered by this job

Networking opportunities

Uncapped earning potential

Career development

Job summary

FNB Namibia is seeking a Private Client Advisor to proactively grow a dedicated client portfolio in wealth creation and deliver exceptional service. You will educate clients on wealth-building strategies and collaborate with SMEs to tailor banking solutions.

The role emphasizes deep client relationships, regulatory compliance, and opportunities to expand the customer base within South Africa's market framework. A strong service culture is essential.

Qualifications

• FSCA regulated financial services background with client-facing focus.
• Experience in wealth creation services and banking products.
• Knowledge of regulatory requirements and compliance standards.

Responsibilities

• Proactively grow the balance sheet of an allocated client portfolio.
• Deliver exceptional client experience and educate clients on wealth creation.
• Consult with SMEs on complex products to provide appropriate banking solutions.
• Expand the customer base and retain high-value clients through proactive engagement.

Skills

Relationship building

Sales experience

Wealth management knowledge

Client education

Education

FSCA approved degree (NQF 7)

RE5 Regulatory Compliance Certificate

COB (Class of Business) knowledge

Job description

FNB Namibia is seeking a Private Client Advisor to proactively grow a dedicated client portfolio in wealth creation and deliver exceptional service. You will educate clients on wealth-building strategies and collaborate with SMEs to tailor banking solutions.

The role emphasizes deep client relationships, regulatory compliance, and opportunities to expand the customer base within South Africa's market framework. A strong service culture is essential.