Private Advisor

5 days ago

Cape Town, Western Cape, South Africa FirstRand Full time R500 000 - R1 000 000 per year
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
Apply now to shape financial futures while building yours.

#LI-NK3
#POST
#FNB

Job Details

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

16/11/25

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.

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