Private Clients Advisor

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

Job summary

FNB Cape Town is seeking a Private Clients Advisor to grow the balance sheet of an allocated client portfolio and provide wealth creation education. You will deliver exceptional service while building trusted relationships with clients in a dynamic wealth-management context.

You will increase client retention by applying Money Management principles, conducting client reviews, and collaborating with SMEs to offer tailored banking solutions. This role is based in Cape Town.

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

• Proactively grow the balance sheet of an allocated customer portfolio.
• Deliver exceptional experience and education to portfolio of clients on wealth creation.
• Increase VSI and drive client retention and entrenchment through Money Management principles.
• Build sound relationships based on trust and openness.
• Consult with SMEs on complex products to provide appropriate product advice.

Skills

Relationship building

Communication skills

Sales ability

Education

Degree (NQF level 7) FSCA approved

Job description

Private Clients AdvisorBy clicking \"Accept\", you agree to the storing of cookies on your device to enhance site navigation, analyze site usage, and assist in our marketing efforts. Click here to read our cookie policy.### 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.