Private Wealth Advisor

FNB South Africa; Johannesburg; On-site; ZAR 420,000 - 700,000; Full time

Job summary

FNB South Africa is seeking a financial adviser to grow a client portfolio and achieve revenue targets by delivering holistic banking and financial solutions. You will assess client needs, provide appropriate products, and ensure compliance with regulatory requirements while building strong cross‑functional relationships across the bank.

The role requires an NQF7 degree in finance/economics/accounting, RE5 certification, and ideally CFP, with 0–5 years of banking or wealth management experience.

Qualifications

• Hold a relevant NQF7 level degree in finance, economics or accounting.
• Have completed the RE5 qualification.
• Possess a preferred qualification such as a Certified Financial Planner (CFP).
• Have 0–5 years of experience in banking, investment, financial planning, wealth management and a client‑facing environment.
• Have a full understanding of money‑management principles.

Responsibilities

• Grow portfolio base and achieve revenue targets by providing independent holistic advice.
• Provide banking and financial solutions across an allocated client portfolio.
• Identify fiduciary opportunities and advise on client philanthropy.
• Ensure compliance with regulatory and audit requirements.

Skills

Portfolio management

Client relationships

Revenue targets

Education

NQF7 degree in finance/economics/accounting

RE5 qualification

CFP (preferred)

Job description

Job Description

Achieve revenue and profit targets by growing portfolio base, providing independent holistic advice and solutions that ensure revenue and profit growth.

Are You Someone Who Can

• 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 adherence to relevant processes.
• Build working relationships across teams and functional lines 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 that are appropriate for own development.
• Deliver customer experience excellence in own service delivery aligned to organizational values and service standards.
• Deliver internal and external customer service excellence through adherence to quality service standards.
• Prevent wastage and identify process improvements to contain and reduce costs.

You Will Be an Ideal Candidate If You

• Hold a relevant NQF7 level degree in finance, economics or accounting.
• Have completed the RE5 qualification.
• Possess a preferred qualification such as a Certified Financial Planner (CFP).
• Have 5 to 0 years of experience in banking, investment, financial planning, wealth management and a client‑facing environment.
• Have a full understanding of money‑management principles.

Candidates are required to have sign‑off on the following sub‑categories

• Long‑Term Insurance subcategory B1
• Long‑Term Insurance subcategory C
• Retail Pension Benefits
• Participatory Interests in a Collective Investment Scheme
• Long‑term Deposits
• Short‑term Deposits
• Long‑term Insurance subcategory B1‑A

You Will Have Access To

• Sound working knowledge of required business‑related systems.
• Sound working knowledge of banking and financial services regulatory requirements.
• Knowledge of wealth management creation and accumulation.
• Wealth protection or risk knowledge.

You Can Be a Match If You Have

• Excellent knowledge of global financial markets and current affairs.
• Ability to match client needs with appropriate product solutions.
• Excellent project management skills and ability to plan and organise work independently.
• Proven track record in servicing a portfolio of clients and in acquisition of new relationships.
• Sound knowledge of the bank's risk and other mandates to ensure exercising good commercial judgement while representing the bank's and the shareholders' interests always.

Additional Requirements

In accordance with the National Credit Act (NCA) candidates applying for this role will require a credit record check.

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.
19/07/26

Equal Employment Opportunity Statement

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. In order for us to fulfil 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 third parties.