Private Clients Advisor

Rmb Nigeria Limited; Cape Town; On-site; ZAR 480,000 - 600,000; Full time

Job summary

FirstRand Group's Private Banking division seeks a Private Clients Advisor to deliver wealth management education and tailored financial solutions to Clients. You will drive client retention, cross-sell investment products, and ensure regulatory compliance within a busy advisory portfolio.

Ideal candidates hold an NQF7 degree in Finance/Economics/Accounting, RE5, CFP preferred, and 3–5 years of banking/wealth management experience with strong client-facing skills and money-management knowledge.

Qualifications

• Relevant NQF7 Level Degree in Finance, Economics or Accounting.
• Completed RE5 qualification.
• Preferred Qualification - Certified Financial Planner (CFP)
• Experience - 3 to 5 years’ experience in Banking, Investment, Financial Planning, Wealth Management, and client facing environment.
• Full understanding of money management principles.

Responsibilities

• Achieve revenue and profit targets by growing portfolio base, providing independent holistic advice and solutions that ensure revenue and profit growth.
• Identify and utilize opportunities for revenue growth to deliver on sales targets.
• Provide appropriate banking and financial solutions across an allocated portfolio of clients.
• Identify Local and Offshore fiduciary opportunities and advise on client philanthropy.
• Ensure compliance with legislative and audit requirements and adherence to relevant processes.
• Build working relationships across teams and functional lines to enhance work delivery, collaboration, and innovation.
• Conduct client reviews within the context of client engagements and market all financial services solutions within the relevant business offering.
• Deliver customer experience excellence in own service delivery aligned to Organizational values and service standards.

Education

NQF7 Level Degree in Finance, Economics or Accounting

Job description

Private Clients Advisor

Posted today

Job Description

# **Job Description**Welcome to FNB, the home of the #changeables.We design shapeshifters and deliver products and services that make us incredibly proud of people that make it happen.As part of our Private Banking and Advisory Team, you will be surrounded by unique talent, diverse minds, and an adaptable environment that lives up to the promise of staying curious. Now’s the time to imagine your potential in a team where experts come together and ignite effective change.**Role Purpose:** To deliver exceptional experience and education to Private Wealth clients on basic wealth creation, accumulation and overall protection tactics to increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principles.**Are you someone who can:**

• Achieve revenue and profit targets by growing portfolio base, providing independent holistic advice and solutions that ensure revenue and profit growth.
• Identify and utilize opportunities for revenue growth to deliver on sales targets.
• Provide appropriate banking and financial solutions across an allocated portfolio of clients.
• Identify Local and Offshore fiduciary opportunities and advise on client philanthropy.
• Ensure compliance with legislative and audit requirements and adherence to relevant processes.
• Build working relationships across teams and functional lines to enhance work delivery, collaboration, and innovation.
• Develop, encourage and nurture collaborative relationships within FNB and/or across the First Rand Group (FRG).
• Conduct client reviews within the context of client engagements and market all financial services solutions within the relevant business offering.
• Participate in planned activities that are appropriate for own development.
• Deliver customer experience excellence in own service delivery aligned to Organizational values and service standards.
• Deliver internal and external customer service excellence through adherence to quality service standards.
• Prevent wastage and identify process improvements to contain and reduce costs.

**You will be an ideal candidate if you:**

• Relevant NQF7 Level Degree in Finance, Economics or Accounting.
• Completed RE5 qualification.
• Preferred Qualification - Certified Financial Planner (CFP)
• Experience - 3 to 5 years’ experience in Banking, Investment, Financial Planning, Wealth Management, and client facing environment.
• Full understanding of money management principles

Candidates are required to have sign-off on the following sub-categories:

• 1.3 Long-Term Insurance subcategory B1
• 1.4 Long-Term Insurance subcategory C
• 1.5 Retail Pension Benefits
• 1.14 Participatory Interests in a Collective Investment Scheme
• 1.17 Long-term Deposits
• 1.18 Short-term Deposits
• 1.22 Long-term Insurance subcategory B1-A

**You will have access to:**

• Sound working knowledge of required business-related systems.
• Sound working knowledge of Banking and Financial Services Regulatory requirements.
• Knowledge on wealth management creation and accumulation
• Wealth protection or risk knowledge.

# **Important Closing Date Note**# **Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.**30/04/26All appointments will be made in line with FirstRand Group’s Employment Equity plan. The