Private Wealth Advisor: Holistic Wealth & Growth

FNB South Africa; Polokwane; On-site; ZAR 900,000 - 1,200,000; Full time

Job summary

FNB South Africa is seeking a Private Wealth Advisor to deliver education and wealth management strategies for Private Wealth clients. You will focus on foundational wealth creation, accumulation, and protection while deepening client engagement and driving VSI growth within the Private Banking and Advisory Team.

The role emphasizes independent holistic advice, compliance, and building strong client relationships across FRG.

Qualifications

• 3–5 years in Banking, Investment, Financial Planning, Wealth Management or client-facing roles.
• NQF7 level degree in Finance, Economics or Accounting; RE5 qualification; CFP preferred.

Responsibilities

• Grow portfolio base and achieve revenue and profit targets.
• Provide banking and financial solutions across an allocated client portfolio.
• Identify fiduciary opportunities and advise on philanthropy.
• Ensure compliance with regulatory and internal processes.
• Deliver exceptional client reviews and drive VSI growth.

Education

NQF7 Finance/Economics/Accounting

RE5 qualification

CFP (preferred)

3–5 years in Banking/Investment/Wealth Mgmt

Client-facing experience

Job description

FNB South Africa is seeking a Private Wealth Advisor to deliver education and wealth management strategies for Private Wealth clients. You will focus on foundational wealth creation, accumulation, and protection while deepening client engagement and driving VSI growth within the Private Banking and Advisory Team.

The role emphasizes independent holistic advice, compliance, and building strong client relationships across FRG.