Private Wealth Advisor

Job description

Job Description To assist in proactively managing a portfolio of Private Wealth Clients with a team of Private Bankers through provision of analysis, research and sales and service fulfilment with the intent of identifying additional opportunities for banking new clients and growing a portfolio of existing clients through effective stakeholder management. Welcome to FNB, t he hom e of th e #chang e abl e s. We d e sign fo r th e shapeshift e rs a n d d e liv e r p r oducts and services that make us i ncredibly proud of peopl e that make it happen. Now’ s th e time to imagine y ou r pot e ntial in a t e am wh e re exp e rts come togeth e r and ignit e effectiv e chang e . Are you s omeon e wh o can: Pro-actively manage a po r tfolio of affluent cli e nts with a t eam of Priv a t e Bank e rs through provision of analysis, research, sal e s an d service fulfilment with th e i nt e nt of identifying additio n al oppo r tuniti e s fo r banking new cli e nt s a n d growing a po r tfoli o of existing cli e nts th r ough e ff e ctiv e stakeholder managem e nt. Build and manage stakeholder relationships to enable operational success. Maintain strong internal partnerships that support Private Bankers and enhance client satisfaction. Contribut e to a cul t ure of service excellence , w hic h builds posit i v e r e lationsh i ps and provides oppo r tunity fo r feedback and e xceptional service. Und e rstand and market all financial servic e s soluti o ns w i thin the rel e vant busines s o f fering. Ass i st wit h profit growt h fo r th e busine s s t hrough e n sure eff e ctiv e m a nagem e nt of t h e l e ads pipelin e . Cons i st e ntly produce hig h - q uality outputs w ithin agreed d e adlin e s. You wil l be a n idea l ca n di d ate if you have: Relevant Bachelor’s Degree – NQF 7 , FSCA‑approved. Examples: Finance, Economics, Investment Management, Financial Planning, Business Management . RE5 Regulatory Compliance Certificat e s with rel e vant C O B (Cla s s of Bus i ness) M ee t all r e quirem e nts on SU B -CA T S. Experience - 3 to 5 years’ e x peri e nce within a Sal e s/Serv i c e area in a financial service environment . You wil l have a c ces s to: Oppo r tunities to netwo r k and collabo r at e . Earn b a sic guarant e ed rewards with u ncapped earning potential . Oppo r tunities to innovat e . Directly impact client satisfaction and business success through your contribution We can be a match if y ou a re: Abl e to build sound relatio nships b a sed on t r ust and o p e nness. Ensure g r owth and i n creas e in c u stom e r bas e by e nsurin g th e managem e nt of existi n g cli e nts, generat e s new leads and grows activ e custom e r a c coun t b a s e . Comply with r e l e vant statut o ry, legislativ e , policy and g o v e rnance requirem e nts as well as set processes and procedures r elat e d to area of specializ a tion. If you meet the minimum requirements and are passionate about building exceptional client experiences, submit your application. Are you interested t o take the step ? W e l o o k fo r wa r d t o en g agin g wit h you further . Appl y now! #LI-NK3 #POST #FNB If your track recor d in wealt h management precedes you and you meet th e above requirements , we would like to hav e a conversatio n wit h you . In accordanc e wit h National Credi t Act (NCA) candid a tes applyin g for this role w i ll requir e a credi t recor d check . You must not be an unrehabilitate d insolve n t. All suitably qualifie d candid a te s will be consid e red . Appointment s will be made in lin e with th e Bank's Employm e nt Equity Strategy. FirstRan d actively supports th e recruitmen t an d advancemen t o f in d ividuals wit h disabilitie s. We recommend that candidates b e encourage d t o declare their disabilit y and consult th e Bank shoul d they require reasonable accommodation. Important Closing Date Note Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below. 31/08/26 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.