Retail jobs in South Africa

To deliver exceptional experience and education to Private Wealth clients on basic wealth creation, accumulation, and overall protection tactics to increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principles.

Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us incredibly proud of people that make it happen.

As part of our Private Banking and Advisory Team, you will be surrounded by unique talent, diverse minds, and an adaptable environment that lives up to the promise of staying curious. Now’s the time to imagine your potential in a team where experts come together and ignite effective change.

1. Achieve revenue and profit targets by growing portfolio base, providing independent holistic advice and solutions that ensure revenue and profit growth.
2. Identify and utilise opportunities for revenue growth to deliver on sales targets.
3. Provide appropriate banking and financial solutions across an allocated portfolio of clients.
4. Identify local and offshore fiduciary opportunities and advise on client philanthropy.
5. Ensure compliance with legislative and audit requirements and adherence to relevant processes.
6. Build working relationships across teams and functional lines to enhance work delivery, collaboration, and innovation.
7. Develop, encourage, and nurture collaborative relationships within FNB and/or across the First Rand Group (FRG).
8. Conduct client reviews within the context of client engagements and market all financial services solutions within the relevant business offering.
9. Participate in planned activities that are appropriate for own development.
10. Deliver customer experience excellence in own service delivery aligned to organisational values and service standards.
11. Deliver internal and external customer service excellence through adherence to quality service standards.
12. Prevent wastage and identify process improvements to contain and reduce costs.

1. Hold a relevant NQF7 Level Degree in Finance, Economics, or Accounting.
2. Have completed RE5 qualification.
3. Possess a preferred qualification - Certified Financial Planner (CFP).
4. Have 3 to 5 years’ experience in a Banking, Investment, Financial Planning, Wealth Management, and client-facing environment.
5. Have a full understanding of money management principles.
6. Have sign-off on the following sub-categories:
   • 1.3 Long-Term Insurance subcategory B1
   • 1.4 Long-Term Insurance subcategory C
   • 1.5 Retail Pension Benefits
   • 1.14 Participatory Interests in a Collective Investment Scheme
   • 1.17 Long-term Deposits
   • 1.18 Short-term Deposits
   • 1.22 Long-term Insurance subcategory B1-A
7. Have sound working knowledge of required business-related systems.
8. Have sound working knowledge of Banking and Financial Services Regulatory requirements.
9. Possess knowledge on wealth management creation and accumulation.
10. Have wealth protection or risk knowledge.
11. Exhibit excellent project management skills and the ability to plan and organize work independently.
12. Have a proven track record in servicing a portfolio of clients and acquiring new relationships.
13. Possess excellent knowledge of global financial markets and current affairs.
14. Have the ability to match client needs with appropriate product solutions.
15. Have sound knowledge of the Bank's risk and other mandates to ensure exercising good commercial judgment while representing the Bank's and shareholders’ interests.

In accordance with the National Credit Act (NCA), candidates applying for this role will require a credit record check.

Take note that applications will not be accepted on the dates after 07/06/25. Kindly submit applications ahead of the closing date.

All appointments will be made in line with FirstRand Group’s Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. Candidates can disclose disability information voluntarily. The Bank will keep this information confidential unless required by law to disclose.