Private Wealth Advisor- JHB
FNB South Africa · Johannesburg, Gauteng
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- Achieve revenue and profit targets by growing portfolio base, providing independent holistic advice and solutions that ensure revenue and profit growth.
Are you someone who can
- Identify and utilize opportunities for revenue growth to deliver on sales targets.
- Provide appropriate banking and financial solutions across an allocated portfolio of clients.
- Identify Local and Offshore fiduciary opportunities and advise on client philanthropy.
- Ensure compliance to legislative and audit requirements and adherence to relevant processes.
- Build working relationships across teams and functional lines to enhance work delivery, collaboration, and innovation.
- Develop, encourage and nurture collaborative relationships within FNB and/or across the First Rand Group FRG.
- Conduct client reviews within the context of client engagements and market all financial services solutions within the relevant business offering.
- Participate in planned activities that are appropriate for own development.
- Deliver customer experience excellence in own service delivery aligned to Organizational 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 NQF7 Level Degree in Finance, Economics or Accounting.
- Completed RE5 qualification.
- Preferred Qualification - Certified Financial Planner CFP
- Experience - 0 to 5 years' experience in a Banking, Investment, Financial Planning, Wealth
- Management, and client facing environment.
- Full understanding of money management principles
Candidates are required to have sign-off on the following sub-categories:
- 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
You will have access to
- 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.
You can be a match if you have;
- Excellent knowledge of global financial markets and current affairs
- Ability to match client needs with appropriate product solutions.
- 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.
- 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.
End Date: September 27, 2026