Strategic Private Wealth Advisor

Fnb South Africa; Polokwane; On-site; ZAR 300,000 - 600,000; Full time

Job summary

FNB South Africa is seeking a Private Wealth advisor in Limpopo to deliver wealth creation, accumulation, and protection strategies. You will apply Money Management principles to deepen client engagement, enhance VSI growth, and strengthen long-term retention in Polokwane.

You will identify fiduciary opportunities, build cross-team relationships, and drive revenue growth while ensuring compliant, high-quality service to an allocated client portfolio.

Qualifications

• Experience in private wealth advisory and financial planning.
• Ability to identify fiduciary opportunities and advise on philanthropy.
• Proven track record of delivering revenue growth and client retention.

Responsibilities

• Identify Local and Offshore fiduciary opportunities and advise on client philanthropy.
• Build working relationships across teams to enhance delivery and collaboration.
• Identify opportunities for revenue growth to meet sales targets.
• Provide banking and financial solutions across an allocated client portfolio.
• Deliver client reviews and market financial services solutions.

Skills

Wealth management

Sales targets

Client relationship management

Financial advisory

Portfolio management

Job description

FNB South Africa is seeking a Private Wealth advisor in Limpopo to deliver wealth creation, accumulation, and protection strategies. You will apply Money Management principles to deepen client engagement, enhance VSI growth, and strengthen long-term retention in Polokwane.

You will identify fiduciary opportunities, build cross-team relationships, and drive revenue growth while ensuring compliant, high-quality service to an allocated client portfolio.