Private Advisor
7 days ago
Job 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
Welcome to FNB, the home of the #changeables.
We design for the shapeshifters and deliver products and services that make us 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.
Goal: Life improvement on lives through simple, effective solutions fulfilling client needs.
Are you someone who can:
- Be passionate and qualified Private Client Advisor that help clients grow and protect wealth using strategic Money Management principles.
- Deliver expert financial education and services to Private Clients
- Drive client retention, vertical sales index (VSI), and business growth
- Offer holistic advice across investments, insurance, loans, and transactional solutions
Essential Qualifications & Experience
- NQF7 FSCA-approved degree & RE5 certificate (essential)
- CFP® designation (preferred)
- 3-5 years in banking, investments, or wealth management within a Sales/Service area of a financial environment and a very strong background
- Have NQF level 7, FSCA recognized Degree.
- RE5 Regulatory Compliance Certificate with relevant COB (Class of Business) - Essential
Why Join Us
- Uncapped earning potential & guaranteed rewards
- Innovative, collaborative culture
- Opportunity to advise on local and offshore fiduciary needs
LI-NK3
POST
FNB
Job Details
19/10/25
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