Private Clients Advisor

FirstRand Limited; Cape Town; On-site; ZAR 464,000 - 556,000; Full time

Benefits offered by this job

Networking opportunities

Uncapped earning potential

Professional development activities

Job summary

FirstRand Limited's FNB division in Cape Town seeks a Private Clients Advisor to grow a portfolio of high-value clients and deliver wealth creation guidance. You will educate clients, enhance the balance sheet and drive retention by applying Money Management principles.

The role requires a 7-level degree with RE5 COB and 3–5 years in financial sales/service. You will work with SMEs, provide banking solutions, and expand the client base while upholding governance standards.

Qualifications

• Minimum Qualification - Relevant NQF level 7 FSCA approved Degree.
• RE5 Regulatory Compliance Certificates with relevant COB (Class of Business).
• Experience - 3 to 5 years’ experience within a Sales/Service area of a financial environment.

Responsibilities

• Build sound relationships with clients based on trust and service excellence.
• Contribute to a culture of service excellence and provide feedback and exceptional service.
• Conduct digital client reviews within client engagements.
• Consult with SMEs on complex products to provide appropriate product advice.
• Expand our customer base with creditworthy and potentially profitable customers.
• Provide appropriate banking and financial solutions across an allocated portfolio.
• Manage existing clients, generate new leads and grow active accounts while ensuring governance.

Skills

Wealth management

Client education

Sales experience

Relationship building

Digital client reviews

SME consultation

Education

NQF level 7 FSCA approved Degree

RE5 Regulatory Compliance Certificate with COB

Job description

## Private Clients AdvisorApply: Cape Town: Full time: Posted Today: End Date: November 21, 2026 (13 days left to apply): R45681# **Job Description** 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.Now’s the time to imagine your potential in a team where experts come together and ignite effective change. **Are you someone who can:** * Proactively grow the balance sheet of an allocated customer, deliver exceptional experience and education to portfolio of clients on wealth creation?* Deliver exceptional experience and education to portfolio of clients on wealth creation?* Increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principles? **You will be an ideal candidate if you:*** Minimum Qualification - Relevant NQF level 7 FSCA approved Degree.* RE5 Regulatory Compliance Certificates with relevant COB (Class of Business)* Experience - 3 to 5 years’ experience within a Sales/Service area of a financial environment. **You will have access to:*** Opportunities to network and collaborate.* Earn basic guaranteed rewards with uncapped earning potential.* Participate in planned activities that are appropriate for own development. **You will be an ideal candidate if you:*** Minimum Qualification - Relevant NQF level 7 FSCA approved Degree.* RE5 Regulatory Compliance Certificates with relevant COB (Class of Business)* Experience - 3 to 5 years’ experience within a Sales/Service area of a financial environment. **We can be a match if you are:*** Able to build sound relationships based on trust and openness.* Contribute to a culture of service excellence, which builds positive relationships and provides opportunity for feedback and exceptional service.* Conduct digital client reviews within the context of client engagements.* Consult with SMEs on complex products to provide appropriate product advise.* Execute on opportunities to expand our customer base with creditworthy and potentially profitable customers.* Provide appropriate banking and financial solutions across an allocated portfolio of clients.* Ensure growth and increase in customer base by ensuring the management of existing clients, generates new leads and grows active customer account base.* Comply with relevant statutory, legislative, policy and governance requirements as well as set processes and procedures related to area of specialization. #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.**21/11/26All 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.