Private Wealth Advisor — Holistic Solutions & Growth

Fnbnamibia; Johannesburg; On-site; ZAR 468,000 - 633,000; Full time

Job summary

FNB is seeking a Private Advisor Wealth in Johannesburg to deliver wealth education and independent financial guidance. You will grow a client portfolio, provide holistic advice, and promote wealth creation, accumulation and protection strategies while ensuring regulatory compliance.

The role requires a finance/economics/accounting degree, RE5, and CFP credentials are preferred. You will work within the Private Banking and Advisory Team to enhance VSI and client retention.

Qualifications

• Relevant NQF7 level degree in Finance, Economics or Accounting.
• Completed RE5 qualification.
• Certified Financial Planner (CFP) preferred.

Responsibilities

• Achieve revenue and profit targets by growing portfolio base and providing holistic advice.
• Identify opportunities for revenue growth and pursue sales targets.
• Deliver appropriate banking and financial solutions across an allocated client portfolio.

Skills

Client relationship management

Wealth management

Financial advice

Sales targets

Communication skills

Education

NQF7 Degree in Finance/Economics/Accounting

RE5 qualification

Certified Financial Planner (CFP)

Job description

FNB is seeking a Private Advisor Wealth in Johannesburg to deliver wealth education and independent financial guidance. You will grow a client portfolio, provide holistic advice, and promote wealth creation, accumulation and protection strategies while ensuring regulatory compliance.

The role requires a finance/economics/accounting degree, RE5, and CFP credentials are preferred. You will work within the Private Banking and Advisory Team to enhance VSI and client retention.