This job offer is not available in your country.

Private Wealth Advisor

FNB South AfricaJohannesburg, ZA

2 days ago

Job description

Job title : Private Wealth Advisor

Job Location : Gauteng, Johannesburg

Deadline : October 11, 2025

Quick Recommended Links

Jobs by Location
Job by industries

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.

Identify Local and Offshore fiduciary opportunities and advise on client philanthropy.

Participate in planned activities that are appropriate for own development.

Build working relationships across teams and functional lines to enhance work delivery, collaboration and innovation.

Identify and utilise opportunities for revenue growth to deliver on sales targets.

Provide appropriate banking and financial solutions across an allocated portfolio of clients.

Develop, encourage and nurture collaborative relationships across the FRG.

Ensure compliance to legislative and audit requirements and adherence to relevant processes.

Conduct client reviews within the context of client engagements and market all financial services solutions within the relevant business offering.

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.

Achieve revenue and profit targets by growing portfolio base, providing independent holistic advice and solutions that ensure revenue and profit growth.

End Date : October 3, 2025

Sales / Retail / Business Development jobs

Create a job alert for this search

Private Wealth Advisor • Johannesburg, ZA

Related jobs

Promoted

Private Wealth Advisor

Spane4allJohannesburg, Gauteng, South Africa

Private Wealth Advisor page is loaded## Private Wealth Advisorlocations : Johannesburgtime type : Full timeposted on : Posted Todaytime left to apply : End Date : October 3, 2025 (6 days left to...Show moreLast updated: 30+ days ago

Promoted

Financial / Wealth Advisor

Liberty Standard Bank GroupJohannesburg, Gauteng, South Africa

Liberty is Recruiting Financial / Wealth Advisor Liberty is an industry leader within the financial service industry.We are looking to recruit experienced, qualified, and skilled Financial Advisors D...Show moreLast updated: 1 day ago

Promoted

Wealth Planner

Liberty Standard Bank GroupEast Rand, Gauteng, South Africa

Financial Advisor / Wealth Planner If you are an exceptional driven individual with a strong mix of independence, people skills, enthusiasm, professionalism and networking skills you may have all t...Show moreLast updated: 1 day ago

Promoted

Liberty Financial Adviser

Liberty Standard Bank GroupEast Rand, Gauteng, South Africa

In this trying times, Be a beacon of hope.Start your career as a Financial Adviser at Liberty We are looking for entrepreneur driven individuals with a passion for prospecting, advising and servici...Show moreLast updated: 1 day ago

Promoted

Advancing Financial Advisor-JHB

Old MutualJohannesburg, ZA

Job title : Advancing Financial Advisor-JHB.Job Location : Gauteng, Johannesburg.A minimum of Matric or equivalent.A minimum 12 months’ financial services experience as a Financial Adviser.A minimu...Show moreLast updated: 30+ days ago

Promoted

Financial / Wealth Planner

Liberty Standard Bank GroupCenturion, Gauteng, South Africa

Promoted

FINANCIAL ADVISER (with experience)

Emporium Human CapitalSasolburg, South Africa

Well-connected or strong ability to.Outgoing, confident, and energetic.If you meet the above criteria and are ready to take your career to the next level, please send your updated CV to.Show moreLast updated: 27 days ago

Promoted

Private Wealth Advisor

FirstRand Namibia LimitedJohannesburg, Gauteng, South Africa

Private Wealth Advisor page is loaded## Private Wealth Advisorlocations : Johannesburgtime type : Full timeposted on : Posted Todaytime left to apply : End Date : September 17, 2025 (6 days left...Show moreLast updated: 20 days ago

Promoted

Wealth Advisors – Opportunities in Johannesburg

EQ-FINJohannesburg, Gauteng, South Africa

Join EQ-FIN as a Wealth Advisor Shape Your Future, Empower Others Opportunities in Johannesburg Company Description EQ-FIN is an outsourced assurance management company representing Liberty Group L...Show moreLast updated: 1 day ago

Financial Advisor

Hedz RecruitmentJohannesburg, South Africa

Quick Apply

Calling All Qualified Financial Advisors!.Are you ready to level up your career with the.Risk Insurance FSP in the Country. Were looking for a rockstar Financial Advisor to join our clients winning ...Show moreLast updated: 10 days ago

Promoted

Private Wealth Advisor

RMB Nigeria LimitedJohannesburg, Gauteng, South Africa

Promoted

Private Wealth Advisor

FNB NamibiaJohannesburg, Gauteng, South Africa

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 (VS...Show moreLast updated: 30+ days ago

Promoted

Financial Advisor Opportunity – Change Lives, Including Your Own

Nexus Employment ProfessionalsJohannesburg, Gauteng, South Africa

Are you an ambitious entrepreneur at heart, or a graduate ready to turn your drive into lasting success? At IWCP : Insurance & Wealth Creation Professionals , we value confidence, resilience, and de...Show moreLast updated: 1 day ago

Promoted

Wealth Advisor

The Recruitment CouncilJohannesburg, South Africa

An Exciting Opportunity for an Experienced Wealth Advisor.A leading financial institution is seeking a highly skilled and passionate. This role is tailored for a driven individual who thrives on bui...Show moreLast updated: 30+ days ago

Promoted

Elite Financial Advisor

Dis-Chem LifeSandton, Gauteng, South Africa

Purpose of the Role : To wow our customers at every interaction by building genuine trust and delivering exceptional client engagements. The Elite Financial Advisor drives exceptional client value th...Show moreLast updated: 9 days ago

Promoted

Salaried Financial Advisor

Old Mutual South AfricaEmfuleni Local Municipality, Gauteng, South Africa

Let’s Write Africa’s Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Provides advice on a specific range of products to a specific allo...Show moreLast updated: 30+ days ago

Promoted

Join Liberty as a Financial Wealth Advisor

Liberty Standard Bank GroupEast Rand, Gauteng, South Africa

Join us now as a Professional Wealth Financial Planner.We offer training and make sure that you get the education that you need to be a TOP Advisor Being a Liberty Financial advisor Gives you the f...Show moreLast updated: 1 day ago

Promoted

Start your career as a Financial Adviser

Liberty Standard Bank GroupRosebank, Gauteng, South Africa