Private Client Advisor

Overview

Join FNB South Africa as a Private Client Advisor in Umhlanga, KwaZulu-Natal, where you will play a key role in delivering outstanding client experiences focused on wealth creation, accumulation, and protection strategies. This full-time on-site position offers the opportunity to work with a dedicated team driving client retention and sales growth through sound Money Management principles.

Key Responsibilities

• Provide high-quality education and guidance to Private Clients on foundational wealth management and accumulation techniques.
• Enhance vertical sales index (VSI) by promoting client retention and deepening client relationships using contextual financial principles.
• Market a comprehensive range of financial products and services aligned with business offerings.
• Support business profitability through effective pipeline management of sales leads.
• Consistently deliver top-quality work within established deadlines.

Qualifications & Experience

• A relevant Degree aligned with NQF Level 7, approved by FSCA.
• Possession of RE5 Regulatory Compliance Certification covering appropriate Class of Business (COB).
• Between 3 to 5 years of professional experience in sales or service roles within a financial services environment.
• Authorized under FAIS regulatory categories.

Personal Attributes & Workplace Culture

• Capable of fostering trust-based relationships grounded in openness and transparency.
• Commitment to service excellence, encouraging constructive feedback and exceptional client service.
• A curious and bold mindset eager for continuous learning and mastery of the role.
• Demonstrated ability to grow customer base by managing existing clients and generating new leads.
• Strict adherence to relevant laws, policies, and governance procedures within the specialized area.

What We Offer

• Access to collaborative and networking opportunities within the organization.
• Competitive basic salary with potential for unlimited performance-based earnings.
• An environment that encourages innovation and continuous improvement.

Additional Information

This recruitment effort is to establish a talent pool for upcoming vacancies and does not correspond to an immediate job opening. Applicants will be considered for comparable positions as they arise. Applications close on November 30, 2026. FNB is committed to employment equity and welcomes applications from persons with disabilities, with voluntary disclosure options for disability information, which will remain confidential unless legally required otherwise.