Private Wealth Advisor: Holistic Financial Solutions

RMB; George; On-site; ZAR 700,000 - 1,000,000; Full time

Job summary

FNB Private Banking and Advisory Team in George is seeking a Private Clients Advisor to deliver wealth creation and protection strategies across an allocated client portfolio.

You will drive revenue growth, build client relationships, and provide compliant, independent advice grounded in Money Management principles; RE5, a finance/Accounting degree (NQF7), CFP preferred, and 3–5 years’ banking or wealth-management experience are required.

Qualifications

• Degree in Finance, Economics or Accounting (NQF7).
• RE5 qualification is required.
• CFP designation is preferred.
• 3–5 years’ experience in banking, investment, wealth management or client-facing roles.

Responsibilities

• Grow portfolio base and achieve revenue and profit targets through holistic advice.
• Provide appropriate banking and financial solutions across allocated clients.
• Identify fiduciary opportunities and advise on philanthropy.
• Ensure regulatory compliance and adhere to internal processes.
• Build cross-team relationships to improve service delivery and client outcomes.

Skills

Revenue targets

Portfolio growth

Independent holistic advice

Client relationship management

Regulatory compliance

Education

NQF7 Degree in Finance/Economics/Accounting

RE5 qualification

CFP (preferred)

Tools

Banking systems

Job description

FNB Private Banking and Advisory Team in George is seeking a Private Clients Advisor to deliver wealth creation and protection strategies across an allocated client portfolio.

You will drive revenue growth, build client relationships, and provide compliant, independent advice grounded in Money Management principles; RE5, a finance/Accounting degree (NQF7), CFP preferred, and 3–5 years’ banking or wealth-management experience are required.