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 - 5 to 10 years' experience in a Banking, Investment, Financial Planning, Wealth
- Management, and client facing environment.
- Full understanding of money management principles
End Date: August 30, 2026