Private Wealth Advisor

RMB; Durban; On-site; ZAR 544,000 - 652,000; Full time

Benefits offered by this job

Uncapped earning potential

Networking opportunities

Career development

Job summary

FNB Durban is seeking a Private Wealth Advisor to deliver exceptional service to private wealth clients, focusing on wealth creation, accumulation and protection using Money Management principles. The role emphasizes driving VSI growth and strengthening long-term client retention through education and targeted financial solutions.

The ideal candidate will have a relevant degree, RE5 certification, and 3–5 years in financial sales/service, with FAIS compliance.

Qualifications

• Minimum qualification: NQF level 7 FSCA approved degree.
• RE5 regulatory compliance certificates with relevant COB.
• 3–5 years’ experience in a sales/service area of a financial environment.

Responsibilities

• Deliver exceptional experience and education to Private Clients on basic wealth creation.
• Increase VSI and drive client retention through Money Management principles.
• Market all financial services solutions within the relevant business offering.
• Assist with profit growth by managing leads pipeline and outputs.

Skills

Client relationship

Sales experience

Financial services

Money management

Education

NQF level 7 FSCA approved Degree

RE5 Regulatory Compliance Certificate

Tools

CRM systems

Job description

## Private Wealth AdvisorApply: Durban: Full time: Posted Today: End Date: October 8, 2026 (7 days left to apply): R53597# **Job Description**To deliver an exceptional experience for Private Wealth clients, focusing on foundational strategies for wealth creation, accumulation, and protection. This job applies relevant Money Management principles to deepen client engagement, drive Vertical Sales Index (VSI) growth, and strengthen long-term client retention and entrenchment.**Hello future Private Advisor** 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*** Deliver exceptional experience and education to Private Clients on basic wealth creation, accumulation.* Increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principles.* Understand and market all financial services solutions within the relevant business offering.* Assist with profit growth for the business through ensuring effective management of the leads pipeline.* Produce consistently high-quality outputs within agreed deadlines. **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.* Signed off on FAIS categories **You Will Have Access To*** Opportunities to network and collaborate.* Earn basic guaranteed rewards with uncapped earning potential.* Opportunities to innovate. **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.* Curious & courageous - you're driven by always wanting to know more and learn more and you're brave enough to* Obsessed with mastery - you know what it takes to become good at what you do and are constantly pushing yourself to do it.* 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-EM1 We look forward to engaging with you further. Apply now!