Private Wealth Advisor- Gqeberha at FNB South Africa

Job Description

• To deliver exceptional experience and education to FNB Private Wealth clients on basic wealth creation, accumulation and overall protection tactics to increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principles.

Responsibilities:

• Provide appropriate banking and financial solutions across an allocated portfolio of clients
• Conduct client reviews within the context of client engagements and market all financial services solutions within the relevant business offering
• Identify Local and Offshore fiduciary opportunities and advise on client philanthropy
• Identify and utilise opportunities for revenue growth to deliver on sales targets
• Achieve revenue and profit targets by growing portfolio base, providing independent holistic advice and solutions that ensure revenue and profit growth
• Develop, encourage and nurture collaborative relationships within FNB and/or across the First Rand Group
• Deliver customer experience excellence in own service delivery aligned to Organisational 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 Degree in - Degree in Finance, Economics or Accounting (CFP preferred).
• Have 3 to 5 years’ experience in a Investment, Financial Planning, Wealth Management, and client facing environment as a Financial Advisor (Banking experience will be an advantage).

End Date: July 14, 2026