Private Clients Advisor

RMB SA; Cape Town; On-site; ZAR 350,000 - 550,000; Full time

Job summary

FNB Private Banking is seeking a Private Clients Advisor to support a portfolio of high-net-worth clients in Cape Town. You will provide financial services guidance, conduct portfolio analysis, and nurture client relationships to uncover new opportunities.

The ideal candidate has 2-3 years in a sales/service banking environment, a relevant NQF7 degree in Finance, Economics or Accounting, and RE5 qualification. The role is full-time, on-site with a closing date 30/09/2026.

Qualifications

• 2-3 years' experience in a Sales/Service banking or financial environment.
• Relevant NQF7 level degree in Finance, Economics or Accounting.
• RE5 qualification required.

Responsibilities

• Provide sound financial services recommendations based on client needs and market trends.
• Assist with lead management and pipeline development.
• Support portfolio analysis and client engagement to drive growth.
• Compile reports to track progress and inform decision making.
• Ensure compliance with regulatory and governance requirements.

Skills

Sales experience

Client relationship

Financial services knowledge

Education

NQF7 degree in Finance/Economics/Accounting

RE5 qualification

Tools

CRM systems

Job description

Private Clients Advisor page is loaded## Private Clients Advisorlocations: Cape Towntime type: Full timeposted on: Posted Todaytime left to apply: End Date: September 30, 2026 (7 days left to apply)job requisition id: R53731# **Job Description**To assist in proactively managing a portfolio of FNB Private Clients with a team of Private Advisors through provision of analysis, research and sales and service fulfilment with the intent of identifying additional opportunities for banking new clients and growing a portfolio of existing clients through effective stakeholder management.**FNB introduction**Welcome to FNB, the home of the #changeables. We design for the 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.**Are you someone who can:*** Provide sound services and recommendations based on customer and client needs, current information, and trends.* Provide an efficient administration service through careful and timeous planning, reporting, and updating of all relevant information.* Compile reports that track progress and guide business to make informed decisions.* Ensure effective management of the leads pipeline.* Support sales through analysis of client portfolio and pro-active client engagement.* Assist with profit growth for the business through sales and acquisition of new clients.* Achieve expected financial targets and uphold associated service levels.* Identify opportunities to expand our customer base with creditworthy and potentially profitable customers.* Ensure growth and increase in customer base by managing existing clients, generating new leads and growing active customer account base.* Act responsibly with work related resources to contribute to cost containment.* Deliver exceptional and high-quality advice that exceeds customers' expectations through proactive, innovative, and appropriate solutions.* Contribute to a culture of service excellence, which builds positive relationships and provides opportunity for feedback and exceptional service.* Develop and manage key stakeholder relationships that enable achievement of operational objectives.* Comply with relevant statutory, legislative, policy and governance requirements as well as set processes and procedures related to area of specialisation.* Contribute to innovation by finding faster and more accurate ways of working.* Understand and market all financial services solutions within the relevant business offering.* Continuously assess own performance, seek timely and clear feedback and request training where appropriate.* Develop, encourage and nurture collaborative relationships within FNB and/or across the First Rand Group (FRG).**You will be an ideal candidate if you:*** Relevant NQF7 Level Degree in Finance, Economics or Accounting.* Completed RE5 qualification* Have 2 - 3 years' experience within a Sales/Service area of a banking / financial environment.**Additional Requirements**In accordance with National Credit Act (NCA) candidates applying for this role will require a credit record check.#Post#FNB#LI-AA1## **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.**30/09/26All appointments will be made in line with FirstRand Group's Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.Introduce yourself to our recruiters and we will get in touch if there's a role that seems like a good match.Should you have any queries, please log it via.