Private Wealth Advisor: Elevate Client Wealth & Retention

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

Benefits offered by this job

Networking opportunities

Uncapped earning potential

Innovative work environment

Job summary

FNB South Africa is seeking a Private Advisor to deliver wealth creation and protection guidance to Private Wealth clients. You will apply Money Management principles to deepen client engagement and strengthen long-term retention.

The role focuses on educating clients, growing Vertical Sales Index (VSI), and nurturing relationships while ensuring compliant, high-quality service. Your KPI includes lead pipeline management and timely delivery of outputs.

Qualifications

• Requires NQF 7 FSCA approved degree and RE5 certificates.
• 3 to 5 years’ experience in a Sales/Service financial environment.
• Must be signed off on FAIS categories.

Responsibilities

• Deliver exceptional experience and education to Private Clients on basic wealth creation and accumulation.
• Increase VSI and drive client retention using Money Management principles.
• Market all financial services solutions within the relevant offering.
• Assist with profit growth through managing the leads pipeline.
• Produce high-quality outputs within agreed deadlines.

Skills

Relationship building

Sales and service

Client education

Lead management

Education

NQF level 7 FSCA approved Degree

RE5 Regulatory Compliance Certificates

Job description

FNB South Africa is seeking a Private Advisor to deliver wealth creation and protection guidance to Private Wealth clients. You will apply Money Management principles to deepen client engagement and strengthen long-term retention.

The role focuses on educating clients, growing Vertical Sales Index (VSI), and nurturing relationships while ensuring compliant, high-quality service. Your KPI includes lead pipeline management and timely delivery of outputs.