Private Wealth Advisor — Elevate Client Growth

FNB South Africa; Johannesburg; On-site; ZAR 350,000 - 520,000; Full time

Benefits offered by this job

Guaranteed rewards

Uncapped earning potential

Networking opportunities

Innovation opportunities

Job summary

FNB in Johannesburg seeks a Private Advisor to deliver exceptional client experiences in foundational wealth creation, accumulation, and protection. You will apply Money Management principles to enhance engagement, grow VSI, and entrench long-term loyalty through strong client relationships.

Ideal candidates will have 3–5 years in a financial sales/service role, RE5 compliance, and FAIS category approvals, enabling proactive cross-selling across financial services and strong lead management for

Qualifications

• 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.

Responsibilities

• 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.

Skills

Relationship building

Customer service

Sales

Education

NQF level 7 degree

Job description

FNB in Johannesburg seeks a Private Advisor to deliver exceptional client experiences in foundational wealth creation, accumulation, and protection. You will apply Money Management principles to enhance engagement, grow VSI, and entrench long-term loyalty through strong client relationships.

Ideal candidates will have 3–5 years in a financial sales/service role, RE5 compliance, and FAIS category approvals, enabling proactive cross-selling across financial services and strong lead management for