Private Clients Advisor

About this role

FNB, part of FirstRand, is hiring a Private Clients Advisor based in Cape Town. You will look after a portfolio of allocated clients and help them build wealth through sound banking and financial advice.

What you’ll do

• Grow the balance sheet of each client in your allocated portfolio, while giving a high standard of service.
• Teach clients about wealth creation and how to use everyday money management principles.
• Lift sales and client retention by deepening existing relationships.
• Hold digital client reviews as part of your client engagements.
• Work with subject matter experts on complex products so you can give clients suitable product advice.
• Find creditworthy, profitable new customers and bring them into the bank.
• Provide banking and financial solutions that fit each client’s needs.
• Keep to all statutory, legislative, policy and governance requirements, and to the set processes for your area.

What you need

• A relevant NQF level 7 degree approved by the FSCA.
• RE5 regulatory compliance certificate with the relevant COB (Class of Business).
• 3 to 5 years’ experience in a sales or service role within a financial environment.
• Ability to build sound, trusting relationships with clients.
• A focus on service excellence and openness to feedback.

Is this job for you?

This role suits a qualified financial professional who enjoys client-facing work. You should be comfortable managing a book of clients, spotting new opportunities and explaining products in plain language.

Tips before you apply

• Have your degree certificate, FSCA approval details and RE5 certificate ready to upload.
• On your CV, list your 3 to 5 years of sales or service work in financial services, with clear examples of client growth or retention.
• Apply before the closing date. The bank will not accept applications after that date, so do not leave it to the last day.