Private Wealth Advisor | Uncapped Earnings Potential

Wesbank

Mbombela (Nelspruit)

On-site

ZAR 419,000 - 501,000

Full time

3 days ago
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Benefits offered by this job

Networking opportunities
Guaranteed rewards
Innovation opportunities

Job summary

FNB in Nelspruit is seeking a Private Client Advisor to deliver wealth education to RMB clients and grow the client base. You will increase VSI, retain clients, and market all financial services solutions, while managing leads and meeting deadlines.

The role requires an NQF level 7 degree, RE5 COB certification, FAIS categories, and 3–5 years in financial services sales/service. Applications close 30/11/2026.

Qualifications

  • Relevant NQF level 7 FSCA approved Degree required.
  • RE5 Regulatory Certification with COB (Class of Business) desired.
  • 3–5 years in a Sales/Service role in financial services environment.

Responsibilities

  • Deliver exceptional experience and education to Private Clients on wealth creation and protection.
  • Increase VSI and drive client retention using Money Management principles.
  • Market all financial services solutions within the relevant offering.
  • Assist profit growth by managing leads pipeline and outputs to deadlines.
  • Produce consistently high-quality outputs within agreed timelines.

Skills

Sales experience
Financial services
Client relationships

Education

NQF level 7 degree
RE5 certification
FAIS knowledge

Job description

FNB in Nelspruit is seeking a Private Client Advisor to deliver wealth education to RMB clients and grow the client base. You will increase VSI, retain clients, and market all financial services solutions, while managing leads and meeting deadlines.

The role requires an NQF level 7 degree, RE5 COB certification, FAIS categories, and 3–5 years in financial services sales/service. Applications close 30/11/2026.

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