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Private Wealth Advisor

Private Wealth Advisor

FNB South AfricaBellville, ZA
17 days ago
Job description

Job title : Private Wealth Advisor

Job Location : Western Cape, Bellville

Deadline : October 05, 2025

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Job Description

  • To deliver exceptional experience and education to Private Wealth 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 :

  • Provide appropriate banking and financial solutions across an allocated portfolio of clients
  • Conduct client reviews within the context of client engagements and market all financial services solutions within the relevant business offering
  • Identify Local and Offshore fiduciary opportunities and advise on client philanthropy
  • Identify and utilise opportunities for revenue growth to deliver on sales targets
  • Achieve revenue and profit targets by growing portfolio base, providing independent holistic advice and solutions that ensure revenue and profit growth
  • Develop, encourage and nurture collaborative relationships within FNB and / or across the First Rand Group
  • Deliver customer experience excellence in own service delivery aligned to Organisational values and service standards
  • Deliver internal and external customer service excellence through adherence to quality service standards
  • Prevent wastage and identify process improvements to contain and reduce costs

    • You will be an ideal candidate if you :

  • Relevant Degree in - Degree in Finance, Economics or Accounting (CFP preferred).
  • Have 3 to 5 years’ experience in a Investment, Financial Planning, Wealth Management, and client facing environment as a Financial Advisor (Banking experience will be an advantage).
  • The following sub-category 1 financial products is essential and must be signed off supervision.
  • Long-Term Insurance subcategory B1
  • Long-Term Insurance subcategory C
  • Retail Pension Benefits
  • Participatory Interests in a Collective Investment Scheme
  • Long-term Deposits
  • Short-term Deposits
  • Long-term Insurance subcategory B1-A
  • Full understanding of money management principles
  • Sound working knowledge of required business-related systems.
  • Sound working knowledge of Banking and Financial Services Regulatory requirements.
  • Knowledge on wealth management creation and accumulation
  • Wealth protection or risk knowledge
  • Excellent project management skills and able to plan and organize work independently.
  • Proven track record in servicing a portfolio of clients and in acquisition of new relationships.
  • Excellent knowledge of global financial markets and current affairs
  • Ability to match client needs with appropriate product solutions.
  • Sound knowledge of the Bank's risk and other mandates to ensure exercising good commercial judgment while representing the Bank's and the shareholders’ interests always.

    • You will have access to :

  • Full understanding of money management principles.
  • Servicing a portfolio of clients and in acquisition of new relationships.
  • Compliance to legislative and audit requirements and adherence to relevant processes.
  • Participate in planned activities that are appropriate for your own development.
  • Building working relationships across teams and functional lines to enhance work delivery, collaboration and innovation

    • End Date : October 1, 2025

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    Private Wealth Advisor • Bellville, ZA