Wealth Advisor: Private Clients & Holistic Solutions

First National Bank Namibia Limited; Johannesburg; On-site; ZAR 400,000 - 600,000; Full time

Job summary

First National Bank Namibia Limited seeks a Private Clients Advisor in Johannesburg to deliver exceptional wealth management services. This role requires a strong focus on client engagement and the ability to achieve revenue and profit targets through financial solutions tailored to individual client needs.

The ideal candidate will possess relevant qualifications and have substantial experience in banking and financial planning, along with a deep understanding of money management principles. The position emphasizes collaborative relationship-building within the organization.

Qualifications

• 3 to 5 years’ experience in Banking, Investment, Financial Planning, or Wealth Management.
• Full understanding of money management principles.
• Ability to achieve revenue and sales targets.

Responsibilities

• Deliver exceptional experience to Private Wealth clients.
• Identify opportunities for revenue growth.
• Build collaborative relationships within FNB.

Skills

Revenue and profit growth

Client relationship management

Wealth management knowledge

Compliance knowledge

Education

Relevant NQF7 Level Degree in Finance, Economics or Accounting

Completed RE5 qualification

Certified Financial Planner (CFP)

Job description

First National Bank Namibia Limited seeks a Private Clients Advisor in Johannesburg to deliver exceptional wealth management services. This role requires a strong focus on client engagement and the ability to achieve revenue and profit targets through financial solutions tailored to individual client needs.

The ideal candidate will possess relevant qualifications and have substantial experience in banking and financial planning, along with a deep understanding of money management principles. The position emphasizes collaborative relationship-building within the organization.