Private Wealth Advisor

FirstRand Bank India; Rustenburg; On-site; ZAR 450,000 - 650,000; Full time

Job summary

FNB Private Banking and Advisory team seeks a professional to deliver exceptional wealth education and client experiences for Private Wealth clients, focusing on foundational wealth creation, accumulation and protection strategies.

The role targets VSI growth, deep client engagement, and long-term retention while leveraging contextual Money Management principles and cross-functional collaboration within the FRG.

Qualifications

• NQF7 degree in Finance, Economics or Accounting is required.
• RE5 qualification completed.
• CFP is preferred.
• 3–5 years’ experience in Banking, Investment, Financial Planning, Wealth Management, Management, and client-facing environment.
• Full understanding of money management principles.

Responsibilities

• Achieve revenue and profit targets by growing portfolio base and providing independent holistic advice.
• Identify opportunities for revenue growth to meet sales targets.
• Provide appropriate banking and financial solutions across an allocated client portfolio.
• Identify fiduciary opportunities and advise on client philanthropy.
• Ensure compliance with regulatory and audit requirements and organizational processes.
• Build cross-functional relationships to enhance delivery and innovation.
• Deliver client reviews and market financial services solutions to clients.

Skills

Client relationship management

Project management

Financial product advisory

Regulatory knowledge

Education

NQF7 Degree in Finance, Economics or Accounting

RE5 qualification

Certified Financial Planner (CFP) – preferred

Tools

Banking systems

Wealth management platforms

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.

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 to 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:

• Relevant NQF7 Level Degree in Finance, Economics or Accounting.
• Completed RE5 qualification.
• Preferred Qualification - Certified Financial Planner (CFP)
• Experience - 3 to 5 years’ experience in a Banking, Investment, Financial Planning, Wealth
• Management, and client facing environment.
• Full understanding of money management principles

You will have access to:

• Sound working knowledge of required business-related systems.
• Sound working knowledge of Banking and Financial Services Regulatory requirements.
• Knowledge on 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 able to plan and organize 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 judgment while representing the Bank’s and the shareholders’ interests always.

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#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.

13/09/26

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 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.