Private Clients Advisor

To deliver exceptional experience and education to Private 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.

Are You Someone Who Can

• Build working relationships across teams and functional lines to enhance work delivery, collaboration and innovation
• Identify and utilise opportunities for revenue growth to deliver on sales targets
• Provide appropriate banking and financial solutions across an allocated portfolio of clients
• Develop, encourage and nurture collaborative relationships within FNB and/or across the FRG
• Ensure compliance to legislative and audit requirements and adherence to relevant processes
• Conduct client reviews within the context of client engagements and market all financial services solutions within the relevant business offering
• Deliver customer experience excellence in own service delivery aligned to Organisational values and service standards
• Deliver internal and external customer service excellence through adherence to quality service standards
• Prevent wastage and identify process improvements to contain and reduce costs
• Achieve revenue and profit targets by growing portfolio base, providing independent holistic advice and solutions that ensure revenue and profit growth

You Will Be An Ideal Candidate If You

• Relevant NQF7 Level Degree in Finance, Economics or Accounting.
• Completed RE5 qualification.
• Experience - 3 to 5 years’ experience within a Sales/Service area of a financial environment.
• Candidates are required to 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 (advantage)
• 1.18 Short-term Deposits (advantage)
• 1.22 Long-term Insurance subcategory B1-A

Requirements

Additional Requirements

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

#Post

#FNB

Important Closing Date Note

Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.

13/06/26

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. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.