Private Wealth Advisor

FNB South Africa; Polokwane; On-site; ZAR 300,000 - 600,000; Full time

Job summary

FNB South Africa is seeking a Private Wealth advisor in Limpopo to deliver wealth creation, accumulation, and protection strategies. You will apply Money Management principles to deepen client engagement, enhance VSI growth, and strengthen long-term retention in Polokwane.

You will identify fiduciary opportunities, build cross-team relationships, and drive revenue growth while ensuring compliant, high-quality service to an allocated client portfolio.

Qualifications

• Experience in private wealth advisory and financial planning.
• Ability to identify fiduciary opportunities and advise on philanthropy.
• Proven track record of delivering revenue growth and client retention.

Responsibilities

• Identify Local and Offshore fiduciary opportunities and advise on client philanthropy.
• Build working relationships across teams to enhance delivery and collaboration.
• Identify opportunities for revenue growth to meet sales targets.
• Provide banking and financial solutions across an allocated client portfolio.
• Deliver client reviews and market financial services solutions.

Skills

Wealth management

Sales targets

Client relationship management

Financial advisory

Portfolio management

Job description

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. ( Limpopo)

• Identify Local and Offshore fiduciary opportunities and advise on client philanthropy.
• Participate in planned activities that are appropriate for own development.
• Build working relationships across teams and functional lines to enhance work delivery, collaboration and innovation.
• Identify and utilise opportunities for revenue growth to deliver on sales targets.
• Provide appropriate banking and financial solutions across an allocated portfolio of clients.
• Develop, encourage and nurture collaborative relationships across the FRG.
• Ensure compliance to legislative and audit requirements and adherence to relevant processes.
• Conduct client reviews within the context of client engagements and market all financial services solutions within the relevant business offering.
• Deliver customer experience excellence in own service delivery aligned to Organisational 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.
• Achieve revenue and profit targets by growing portfolio base, providing independent holistic advice and solutions that ensure revenue and profit growth.

Post

FNB

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.

30/12/26

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 other parties.