Wealth Advisor: Holistic Financial Growth & Client Excellence

RMB Nigeria Limited; Polokwane; On-site; ZAR 600,000 - 900,000; Full time

Job summary

FNB is seeking a Private Wealth Advisor to service clients in Limpopo with a focus on wealth creation, accumulation and protection. You will apply Money Management principles to deepen client engagement, drive VSI growth and strengthen long-term retention.

You will identify fiduciary opportunities, advise on philanthropy, and provide banking and financial solutions across your allocated client portfolio while collaborating across teams to improve service delivery and control costs.

Responsibilities

• Identify Local and Offshore fiduciary opportunities and advise on client philanthropy.
• Provide appropriate banking and financial solutions across an allocated portfolio of clients.
• Develop, encourage and nurture collaborative relationships across the FRG to enhance delivery and growth.

Job description

FNB is seeking a Private Wealth Advisor to service clients in Limpopo with a focus on wealth creation, accumulation and protection. You will apply Money Management principles to deepen client engagement, drive VSI growth and strengthen long-term retention.

You will identify fiduciary opportunities, advise on philanthropy, and provide banking and financial solutions across your allocated client portfolio while collaborating across teams to improve service delivery and control costs.