Job Description

To deliver exceptional experience and education to Private Clients/Private Clients RMB 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

Private Advisor - Cape Town

Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us incredibly proud of people that make it happen.

Now’s the time to imagine your potential in a team where experts come together and ignite effective change. 

Are you someone who can:

Be involved delivering an exceptional experience and education to Private Clients, particularly RMB clients, focusing on basic wealth creation and accumulation. Increase the vertical sales index (VSI) and driving client retention through contextual Money Management principles. Understand and market all financial services solutions within the relevant business offering, assist in profit growth by effectively managing the leads pipeline, and consistently produce high-quality outputs within agreed deadlines.

You will be an ideal candidate if you:

Possess a minimum qualification FAIS accredited NQF level 7 Undergraduate or NQF Level 8 Postgraduate qualification in fields such as BCom Investments, Financial Planning, Estate Planning, Financial Management, Accounting, or Economics.RE5 Regulatory CertificateCertificate and relevant Class of Business (COB) training. Additionally, the candidate should have 3 to 5 years of experience in a sales or service role within a financial environment.

Please note that this advertisement is for building a talent pool for future opportunities, and there will be no immediate status updates on applications.

Additional Requirements - In accordance with National Credit Act (NCA) candidates applying for this role will require a credit record check.

Job Details

Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.

31/10/25

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.