Private Client Wealth Advisor - Education & Growth

RMB Nigeria Limited; Mbombela (Nelspruit); On-site; ZAR 391,000 - 529,000; Full time

Job summary

FNB in Nelspruit is seeking a Private Client Advisor to deliver exceptional client education on wealth creation and protection strategies. You will aim to increase VSI and strengthen client retention by applying Money Management principles across RMB client portfolios.

The ideal candidate has a relevant NQF Level 7 degree, RE5 certification, and 3–5 years in financial sales/service with FAIS compliance. This role emphasizes relationship-building, service excellence, and proactive lead generation.

Qualifications

• NQF Level 7 FSCA approved Degree.
• RE5 regulatory certification with relevant COB.
• 3–5 years’ experience in a Sales/Service area of a financial environment.
• FAIS categories compliance experience.

Responsibilities

• Deliver exceptional experience and education to Private Clients, focusing on wealth creation and protection tactics.
• Increase vertical sales index (VSI) and drive client retention and entrenchment using Money Management principles.
• Market all financial services solutions within the relevant business offering.
• Assist with profit growth by managing leads pipeline and producing high-quality outputs within deadlines.

Education

NQF level 7 FSCA approved Degree

RE5 Regulatory Certification

FAIS compliance knowledge

Job description

FNB in Nelspruit is seeking a Private Client Advisor to deliver exceptional client education on wealth creation and protection strategies. You will aim to increase VSI and strengthen client retention by applying Money Management principles across RMB client portfolios.

The ideal candidate has a relevant NQF Level 7 degree, RE5 certification, and 3–5 years in financial sales/service with FAIS compliance. This role emphasizes relationship-building, service excellence, and proactive lead generation.