Private Wealth Advisor: Client Growth & Protection

FNB South Africa; Pretoria; On-site; ZAR 400 000 - 600 000; Full time

Job summary

A leading financial services provider in South Africa is seeking a Private Clients Advisor based in Gauteng, Pretoria. The role requires expertise in wealth management and strong client relationship skills, focusing on building positive customer experiences and driving strategic initiatives. This position offers a chance to contribute to financial planning and resource management while fostering collaborative team relationships.

Qualifications

• Experience in client relationship management.
• Strong understanding of wealth management and financial principles.
• Ability to work collaboratively in cross-functional teams.

Responsibilities

• Develop and manage the financial budget for the area of responsibility.
• Build and sustain collaborative working relationships with stakeholders.
• Drive strategic projects and change management.

Job description

A leading financial services provider in South Africa is seeking a Private Clients Advisor based in Gauteng, Pretoria. The role requires expertise in wealth management and strong client relationship skills, focusing on building positive customer experiences and driving strategic initiatives. This position offers a chance to contribute to financial planning and resource management while fostering collaborative team relationships.