Strategic Private Wealth Advisor

FNB South Africa; Noord-Kaap; On-site; ZAR 350,000 - 700,000; Full time

Job summary

FNB invites an experienced Private Wealth professional to deliver tailored wealth strategies for a diverse client base. You will identify fiduciary opportunities, deepen client engagement, and drive revenue growth while ensuring compliance with bank standards.

Across cross-functional teams, you will provide holistic financial solutions, conduct client reviews, and deliver service excellence aligned with organisational values.

Responsibilities

• Identify Local and Offshore fiduciary opportunities and advise on client philanthropy.
• Participate in planned activities that are appropriate for own development.
• Build working relationships across teams and functional lines to enhance work delivery, collaboration and innovation.
• Identify and utilise opportunities for revenue growth to deliver on sales targets.
• Provide appropriate banking and financial solutions across an allocated portfolio of clients.
• Develop, encourage and nurture collaborative relationships across the FRG.
• Ensure compliance to legislative and audit requirements and adherence to relevant processes.
• Conduct client reviews within the context of client engagements and market all financial services solutions within the relevant business offering.
• Deliver customer experience excellence in own service delivery aligned to Organisational values and service standards.
• Deliver internal and external customer service excellence through adherence to quality service standards.
• Prevent wastage and identify process improvements to contain and reduce costs; Achieve revenue and profit targets by growing portfolio base, providing independent holistic advice and solutions that ensure revenue and profit growth.

Job description

FNB invites an experienced Private Wealth professional to deliver tailored wealth strategies for a diverse client base. You will identify fiduciary opportunities, deepen client engagement, and drive revenue growth while ensuring compliance with bank standards.

Across cross-functional teams, you will provide holistic financial solutions, conduct client reviews, and deliver service excellence aligned with organisational values.