Private Client Advisor

Posted Yesterday
Be an Early Applicant
Pretoria, Tshwane, Gauteng, ZAF
In-Office
Mid level
Financial Services
The Role
Serve private clients by providing education and advice on foundational wealth creation, accumulation, and protection. Manage client relationships, promote relevant financial solutions, increase sales and retention, develop leads, grow customer accounts, and support profit growth. Ensure regulatory compliance, service excellence, accurate delivery, and high-quality outputs while meeting sales and client engagement targets.
Summary Generated by Built In
Job Description

To provide an exceptional experience to private clients focused on foundational wealth creation, accumulation, and protection strategies. Enhance client engagement and loyalty by applying contextual Money Management principles, driving growth in the Vertical Sales Index (VSI), and fostering long-term client retention and entrenchment.

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.

Now’s the time to imagine your potential in a team where experts come together and ignite effective change.

Are you someone who can:

  • Deliver exceptional experience and education to Private Clients/Private Clients RMB clients on basic wealth creation, accumulation.
  • Increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principles.
  • Understand and market all financial services solutions within the relevant business offering.
  • Assist with profit growth for the business through ensuring effective management of the leads pipeline.
  • Produce consistently high-quality outputs within agreed deadlines.

You will be an ideal candidate if you:

  • Minimum Qualification - Relevant NQF level 7 FSCA approved Degree.
  • RE5 Regulatory Compliance Certificates with relevant COB (Class of Business)
  • Experience - 3 to 5 years’ experience within a Sales/Service area of a financial environment.

You will have access to:

  • Opportunities to network and collaborate.
  • Earn basic guaranteed rewards with uncapped earning potential.
  • Opportunities to innovate.

We can be a match if you are:

  • Able to build sound relationships based on trust and openness.
  • Contribute to a culture of service excellence, which builds positive relationships and provides opportunity for feedback and exceptional service.
  • Curious & courageous - you're driven by always wanting to know more and learn more and you're brave enough to be self-driven to achieve your targets and set goals.
  • Obsessed with mastery - you know what it takes to become good at what you do and are consistent with self-motivation.
  • Ensure growth and increase in customer base by ensuring the management of existing clients, generates new leads and grows active customer account base.
  • Comply with relevant statutory, legislative, policy and governance requirements as well as set processes and procedures related to area of specialization.

#LI-NK3

#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.

06/10/26

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.

Skills Required

  • Relevant NQF Level 7 FSCA-approved degree
  • RE5 Regulatory Compliance Certificate
  • Relevant Class of Business certification
  • 3 to 5 years of experience in a sales or service role within a financial environment
Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
49,989 Employees
Year Founded: 1998

What We Do

FirstRand is a portfolio of integrated financial services businesses offering transactional, lending, investment and insurance products and services. The group seeks to build long-term franchise value and deliver superior, sustainable returns within acceptable levels of volatility. Its corporate centre houses key functions—including risk, compliance, governance, internal audit, treasury, finance and tax—that support the broader group and its operating businesses.

Similar Jobs

Mastercard Logo Mastercard

Data Scientist

Blockchain • Fintech • Payments • Consulting • Cryptocurrency • Cybersecurity • Quantum Computing
Hybrid
Johannesburg, City of Johannesburg, Gauteng, ZAF
38800 Employees

TransUnion Logo TransUnion

Operational Risk & Control Sr Lead - Remote

Big Data • Fintech • Information Technology • Business Intelligence • Financial Services • Cybersecurity • Big Data Analytics
Remote or Hybrid
2 Locations
13000 Employees
In-Office
Pretoria, City of Tshwane, Gauteng, ZAF
175633 Employees
In-Office
Pretoria, City of Tshwane, Gauteng, ZAF
175633 Employees

Similar Companies Hiring

Granted Thumbnail
Artificial Intelligence • Healthtech • Insurance • Mobile • Financial Services
New York, New York
23 Employees
Hanover Park Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
42 Employees
Onshore Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
60 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account