Private Wealth Advisor: Growth, Solutions & Client Impact

FNB South Africa; George; Sur place; ZAR 700 000 - 950 000; Plein temps

Résumé du poste

FNB South Africa seeks a Private Banking and Advisory professional to grow a client portfolio, deliver holistic financial solutions, and drive revenue while ensuring regulatory compliance. You will engage with clients, identify fiduciary opportunities, and contribute to a high-standard client experience within the Private Banking team.

The role requires a relevant degree, RE5, and CFP if available, plus 3–5 years in banking/wealth management with strong knowledge of money management principles.

Qualifications

• NQF7 degree in finance/economics/accounting required.
• RE5 qualification completed.
• CFP preferred certification.

Responsabilités

• Achieve revenue and profit targets by growing portfolio base.
• Provide independent holistic advice and solutions.
• Identify opportunities for revenue growth to meet targets.
• Offer appropriate banking and financial solutions to clients.
• Ensure compliance with regulatory requirements and processes.
• Build relationships across teams to improve delivery.

Formation

NQF7 Level Degree in Finance, Economics or Accounting

RE5 qualification

Certified Financial Planner (CFP)

Description du poste

FNB South Africa seeks a Private Banking and Advisory professional to grow a client portfolio, deliver holistic financial solutions, and drive revenue while ensuring regulatory compliance. You will engage with clients, identify fiduciary opportunities, and contribute to a high-standard client experience within the Private Banking team.

The role requires a relevant degree, RE5, and CFP if available, plus 3–5 years in banking/wealth management with strong knowledge of money management principles.