Private Wealth Advisor

firstrand; Gqeberha; On-site; ZAR 500,000 - 750,000; Full time

Job summary

Join a leading financial services provider in a pivotal role that involves delivering valuable insights to Private Wealth clients. In this position, you will help clients achieve their financial goals through expert advice and tailored solutions while addressing diverse aspects of wealth management. Ideal candidates will have a strong background in finance with proven success in client-facing roles. Be part of a dynamic team that values innovation and excellence in service delivery.

Qualifications

• 3 to 5 years’ experience in banking, investment, financial planning or wealth management.
• Full understanding of money management principles.

Responsibilities

• Deliver exceptional experience to Private Wealth clients.
• Achieve revenue and profit targets by growing portfolio base.
• Identify opportunities for revenue growth.

Skills

Relationship Building

Sales Target Achievement

Holistic Financial Advice

Client Retention

Compliance Knowledge

Education

NQF7 Level Degree in Finance, Economics, or Accounting

RE5 Qualification

Certified Financial Planner (CFP)

Job description

Time left to apply: End Date: July 7, 2025 (4 days left to apply)

Job requisition ID: R36019

Job Description

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.

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.

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 adhere to relevant processes.
• Build working relationships across teams and functions 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 for personal development.
• Deliver customer experience excellence in service delivery aligned with organizational values and standards.
• Provide internal and external customer service excellence through adherence to quality standards.
• Identify process improvements to reduce wastage and costs.

You will be an ideal candidate if you:

• Hold a relevant NQF7 Level Degree in Finance, Economics, or Accounting.
• Have completed RE5 qualification.
• Possess a preferred qualification - Certified Financial Planner (CFP).
• Have 3 to 5 years’ experience in banking, investment, financial planning, wealth management, and client-facing environments.
• Have a full understanding of money management principles.
• 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:

• Knowledge of business-related systems.
• Knowledge of banking and financial services regulatory requirements.
• Knowledge of wealth management creation and accumulation.
• Knowledge of wealth protection or risk management.

Job Details

Note: Applications will not be accepted after the deadline. Please submit your application before July 7, 2025.

All appointments will be made in line with FirstRand Group’s Employment Equity plan. The bank supports the recruitment and advancement of individuals with disabilities. Candidates can disclose disability information voluntarily, which will be kept confidential unless legally required to disclose.

Introduce Yourself

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About Us

FNB offers a range of financial products and services, including insurance, savings, investments, and digital solutions. Recognized globally and awarded for excellence, FNB provides opportunities to build a rewarding career and make a positive impact on people's lives.