Private Wealth Advisor for High-Income Clients

FNB South Africa; Sandton; On-site; ZAR 600,000 - 900,000; Full time

Job summary

FNB South Africa's Private Banking and Advisory Team seeks a comprehensive financial services advisor to deliver savings, investment, and estate planning solutions to high-income clients. You will provide tailored advice, build lasting relationships, and help clients reach their financial objectives with professionalism and personalised service.

Ideal candidates hold an NQF7 degree in Finance/Economics/Accounting, RE5, and CFP where possible, with 3–5 years in banking or wealth management, and a

Qualifications

• Relevant NQF7 Level Degree in Finance, Economics or Accounting.
• Completed RE5 qualification.
• Preferred CFP qualification.

Responsibilities

• Achieve revenue and profit targets by growing portfolio base and providing independent holistic advice and solutions.
• Identify 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 with regulatory and audit requirements and adhere to processes.
• Build relationships across teams to enhance delivery, collaboration and innovation.
• Conduct client reviews and promote financial services within the relevant offering.
• Deliver customer experience excellence through quality service standards.

Education

Relevant NQF7 Level Degree in Finance, Economics or Accounting

Completed RE5 qualification

Certified Financial Planner (CFP)

Job description

FNB South Africa's Private Banking and Advisory Team seeks a comprehensive financial services advisor to deliver savings, investment, and estate planning solutions to high-income clients. You will provide tailored advice, build lasting relationships, and help clients reach their financial objectives with professionalism and personalised service.

Ideal candidates hold an NQF7 degree in Finance/Economics/Accounting, RE5, and CFP where possible, with 3–5 years in banking or wealth management, and a