Private Wealth Advisor: Growth, Strategy & Service

Fnbnamibia; Pretoria; On-site; ZAR 543,000 - 650,000; Full time

Job summary

Fnbnamibia in Pretoria is seeking a Private Wealth Advisor to deliver an exceptional experience for Private Wealth clients, focusing on foundational strategies for wealth creation, accumulation and protection. This role applies Money Management principles to deepen client engagement, drive VSI growth and strengthen long-term retention and entrenchment.

Identify Local and Offshore fiduciary opportunities and advise on client philanthropy.

Responsibilities

• Identify local and offshore fiduciary opportunities and advise on client philanthropy.
• Provide banking and financial solutions across an allocated portfolio of clients.
• Conduct client reviews within engagements and market financial services solutions.
• Deliver customer service excellence in line with standards and organisational values.

Job description

Fnbnamibia in Pretoria is seeking a Private Wealth Advisor to deliver an exceptional experience for Private Wealth clients, focusing on foundational strategies for wealth creation, accumulation and protection. This role applies Money Management principles to deepen client engagement, drive VSI growth and strengthen long-term retention and entrenchment.

Identify Local and Offshore fiduciary opportunities and advise on client philanthropy.