Wealth Advisor: Holistic Growth & Solutions

FNB South Africa; Johannesburg; On-site; ZAR 420,000 - 700,000; Full time

Job summary

FNB South Africa is seeking a financial adviser to grow a client portfolio and achieve revenue targets by delivering holistic banking and financial solutions. You will assess client needs, provide appropriate products, and ensure compliance with regulatory requirements while building strong cross‑functional relationships across the bank.

The role requires an NQF7 degree in finance/economics/accounting, RE5 certification, and ideally CFP, with 0–5 years of banking or wealth management experience.

Qualifications

• Hold a relevant NQF7 level degree in finance, economics or accounting.
• Have completed the RE5 qualification.
• Possess a preferred qualification such as a Certified Financial Planner (CFP).
• Have 0–5 years of experience in banking, investment, financial planning, wealth management and a client‑facing environment.
• Have a full understanding of money‑management principles.

Responsibilities

• Grow portfolio base and achieve revenue targets by providing independent holistic advice.
• Provide banking and financial solutions across an allocated client portfolio.
• Identify fiduciary opportunities and advise on client philanthropy.
• Ensure compliance with regulatory and audit requirements.

Skills

Portfolio management

Client relationships

Revenue targets

Education

NQF7 degree in finance/economics/accounting

RE5 qualification

CFP (preferred)

Job description

FNB South Africa is seeking a financial adviser to grow a client portfolio and achieve revenue targets by delivering holistic banking and financial solutions. You will assess client needs, provide appropriate products, and ensure compliance with regulatory requirements while building strong cross‑functional relationships across the bank.

The role requires an NQF7 degree in finance/economics/accounting, RE5 certification, and ideally CFP, with 0–5 years of banking or wealth management experience.