Private Client Advisor
3 weeks ago
Talent Acquisition Specialist @ FNB Private Banking | Sourcing and Recruiting Talent To deliver exceptional experience and education to Private Clients/Private Clients RMB 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. Responsibilities Deliver exceptional experience and education to Private Clients on basic wealth creation and accumulation. Increase vertical sales index (VSI) and drive client retention and entrenchment through contextual Money Management principles. Understand and market all financial services solutions within the relevant business offering. Assist with profit growth for the business through effective management of the leads pipeline. Produce consistently high-quality outputs within agreed deadlines. Qualifications Minimum Qualification: Relevant NQF level 7 FSCA approved Degree. RE5 Regulatory Compliance Certificates with relevant COB (Class of Business). Experience: 3 to 5 years of experience within a Sales/Service area of a financial environment. Signed off on FAIS categories. Ideal Candidate Traits Build sound relationships based on trust and openness and contribute to a culture of service excellence. Curious & courageous: driven by always wanting to know more and learn more; brave enough to take on challenges. Obsessed with mastery: constantly pushing yourself to be good at what you do. Ensure growth and increase in customer base by managing existing clients, generating new leads, and growing 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. Benefits Opportunities to network and collaborate. Earn basic guaranteed rewards with uncapped earning potential. Opportunities to innovate. Job Details Take note that applications will not be accepted on 20/11/25 and onwards. Kindly submit applications ahead of the closing date indicated. 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 to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless required by law to disclose it to other parties. Seniority level Mid-Senior level Employment type Full-time Job function Finance and Sales Industries Banking Location Durban, KwaZulu-Natal, South Africa #J-18808-Ljbffr
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Private Client Advisor
1 day ago
Durban, KwaZulu-Natal, South Africa FNB South Africa Full timeJob DescriptionTo deliver exceptional experience and education to Private Clients/Private Clients RMB 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 principlesHello future Private AdvisorWelcome to FNB,...
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Private Client Advisor
2 days ago
Durban, South Africa FirstRand Full timeJob Description To deliver exceptional experience and education to Private Clients/Private Clients RMB 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 - Contribute to the development of larger...
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Private Wealth Advisor
3 days ago
Durban, South Africa FirstRand Namibia Limited Full timePrivate Wealth Advisor page is loaded## Private Wealth Advisorlocations: Durbanposted on: Posted Todaytime left to apply: End Date: December 10, 2025 (8 days left to apply)job requisition id: R41369# **Job Description**To deliver exceptional experience and education to Private Wealth clients on basic wealth creation, accumulation and overall protection...
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Private Wealth Advisor: Grow Portfolios
3 days ago
Durban, South Africa Spane4all Full timeA leading financial services institution in Durban is seeking a Private Wealth Advisor to deliver exceptional service to clients and drive revenue growth. The ideal candidate will possess a strong understanding of wealth management and compliance, and will be responsible for identifying financial solutions tailored to clients' needs. Applications should be...
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Private Wealth Advisor: Grow Portfolios
3 days ago
Durban, South Africa FirstRand Namibia Limited Full timeA financial services firm based in Durban is seeking a Private Wealth Advisor to provide exceptional service and education to clients on wealth creation and financial solutions. The successful candidate will identify growth opportunities, manage an allocated client portfolio, and ensure compliance with relevant regulations. This role aims to enhance client...
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Private Wealth Advisor: Grow Portfolios
3 days ago
Durban, South Africa Wesbank Full timeA leading financial services company in Durban is looking for a Private Wealth Advisor to enhance client relationships, deliver exceptional financial solutions, and identify growth opportunities. The candidate will engage clients on wealth creation and compliance, ensuring quality service aligned with organizational values. Experience in financial advisory...
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Private Wealth Advisor: Grow Portfolios
3 days ago
Durban, South Africa RMB Full timeA financial institution in Durban is seeking a Private Wealth Advisor to deliver exceptional service to clients by providing tailored wealth creation and protection strategies. The ideal candidate will exhibit strong relationship management skills, identify local and offshore opportunities, and ensure compliance with financial regulations. This position...
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Banking Advisor Private Client
1 week ago
Durban, South Africa Wesbank Full time# **Job Description**To assist in proactively managing a portfolio of affluent clients with a team of Private Bankers through provision of analysis, research, sales and service fulfilment with the intent of identifying additional opportunities for banking new clients and growing a portfolio of existing clients through effective stakeholder management.*...
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Private Wealth Advisor: Grow Portfolios
3 days ago
Durban, South Africa Rmbwestport Full timeA financial services provider in Durban is seeking a Private Wealth Advisor to enhance client experiences and provide tailored financial solutions. The ideal candidate will effectively manage client portfolios and identify growth opportunities while ensuring compliance with financial regulations. Candidates should possess strong skills in...
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Banking Advisor Private Client
1 week ago
Durban, KwaZulu-Natal, South Africa FirstRand Full time R500 000 - R1 200 000 per yearJob DescriptionTo assist in proactively managing a portfolio of affluent clients with a team of Private Bankers through provision of analysis, research, sales and service fulfilment with the intent of identifying additional opportunities for banking new clients and growing a portfolio of existing clients through effective stakeholder management.Contribute to...
