Private Client Advisor- CPT at FNB South Africa

Are you someone who can:

• Proactively grow the balance sheet of an allocated customer, deliver exceptional experience and education to portfolio of clients on wealth creation?
• Deliver exceptional experience and education to portfolio of clients on wealth creation?
• Increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principles?

You will be an ideal candidate if you:

• Minimum Qualification - Relevant NQF level 7 FSCA approved Degree.
• RE5 Regulatory Compliance Certificates with relevant COB (Class of Business)
• Experience - 3 to 5 years’ experience within a Sales/Service area of a financial environment.

You will have access to:

• Opportunities to network and collaborate.
• Earn basic guaranteed rewards with uncapped earning potential.
• Participate in planned activities that are appropriate for own development.

You will be an ideal candidate if you:

• Minimum Qualification - Relevant NQF level 7 FSCA approved Degree.
• RE5 Regulatory Compliance Certificates with relevant COB (Class of Business)
• Experience - 3 to 5 years’ experience within a Sales/Service area of a financial environment.

End Date: May 11, 2026