Private Wealth Advisor

Posted 8 Hours Ago
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Richards Bay, uThungulu District Municipality, KwaZulu-Natal, ZAF
In-Office
Mid level
Financial Services
The Role
Provides private wealth clients with guidance on wealth creation, accumulation, and protection. Builds trusted client relationships, markets financial solutions, grows sales and customer accounts, manages leads, supports retention and profitability, and ensures compliance with regulatory and organizational requirements.
Summary Generated by Built In
Job Description

To deliver an exceptional experience for Private Wealth clients, focusing on foundational strategies for wealth creation, accumulation, and protection. This job applies relevant Money Management principles to deepen client engagement, drive Vertical Sales Index (VSI) growth, and strengthen long-term client retention and entrenchment.

Hello future Private Advisor

 

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 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.
  • Signed off on FAIS categories

 

 

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
  • Obsessed with mastery - you know what it takes to become good at what you do and are constantly pushing yourself to do it.
  • 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.

 

#POST
#FNB
#LI-EM1
 
We look forward to engaging with you further. Apply now!

 

Thank you for your interest in joining our talent community. Please note that this advertisement is not for an active vacancy, and as such you will not receive a decline notice or status update immediately. We are currently gathering applications to build a talent pool for future opportunities. By submitting your application, you will be considered for similar roles that may become available. We appreciate your interest and look forward to potentially working with you in the future.

 


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.

08/10/26

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
  • Signed off on FAIS categories
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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.

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