Private Wealth Advisor

FNB South Africa; Mbombela; On-site; ZAR 35,000 - 55,000; Full time

Job summary

A leading bank is seeking a Private Advisor to provide exceptional service to Private Wealth clients. The role involves educating clients on wealth creation strategies and enhancing customer relationships to drive sales and retention. Ideal candidates will possess an NQF level 7 degree and 3-5 years of relevant experience in a financial setting.

Benefits

Networking opportunities

Guaranteed rewards with uncapped earning potential

Opportunities to innovate

Qualifications

• Minimum qualification of NQF level 7 FSCA approved Degree.
• 3 to 5 years’ experience in Sales/Service within a financial environment.

Responsibilities

• Deliver education on wealth creation and accumulation to Private Clients.
• Drive client retention through Money Management principles.
• Manage the leads pipeline effectively to assist in profit growth.

Skills

Sales expertise

Relationship building

Client management

Financial acumen

Education

Relevant NQF level 7 FSCA approved Degree

RE5 Regulatory Compliance Certificates

Job description

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.

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

We look forward to engaging with you further. Apply now!

Job Details

Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.

09/07/25

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 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.