Private Wealth Advisor Job Umhlanga KwaZulu-Natal South Africa,Finance & Banking

Location: Umhlanga

Description

To deliver an exceptional experience for Private Wealth clients, focusing on foundational strategies for wealth creation, accumulation, and protection. This job applies relevant Money Management principles to deepen client engagement, drive Vertical Sales Index (VSI) growth, and strengthen long-term client retention and entrenchment.

Hello Future Private Wealth Advisor

Welcome to FNB, the home of the #changeables.

We design for the shapeshifters and deliver products and services that make us proud of the people who make it happen. Now is the time to imagine your potential in a team where experts come together, challenge convention, and ignite meaningful change.

Are You Someone Who Can

Deliver exceptional client experiences to Private Wealth clients.

Provide holistic wealth advice across wealth creation, accumulation, preservation, protection, and succession planning.

Build long-term relationships with affluent and high-net-worth clients by understanding their financial goals.

Identify local and offshore investment, fiduciary, and philanthropy opportunities.

Grow and retain a portfolio of clients through trusted advice and tailored financial solutions.

Increase revenue and profitability through effective portfolio management and new business acquisition.

Collaborate with specialists across Investments, Fiduciary, Lending, and Insurance to deliver integrated client solutions.

Maintain a strong pipeline of opportunities and consistently achieve sales and service targets.

You Will Be an Ideal Candidate If You Have

A Degree in Finance, Economics, Accounting, Commerce, or another relevant FSCA-recognised NQF 7 qualification.

RE5 Regulatory Examination certification.

Relevant Class of Business (COB) accreditation.

FAIS sign-off in applicable product categories.

3–5 years' experience in Banking, Financial Planning, Investments, Wealth Management, or a client-facing advisory environment.

Experience managing and growing a portfolio of affluent or high-net-worth clients.

Strong understanding of wealth management, financial planning, investments, and risk solutions.

Advantageous

Certified Financial Planner® (CFP®) designation.

Experience in offshore investing, fiduciary services, trusts, estates, and succession planning.

Knowledge of global financial markets and economic trends.

You Will Have Access To

Opportunities to collaborate with leading wealth and investment specialists.

A competitive rewards structure with uncapped earning potential.

Ongoing professional development and networking opportunities.

Innovative tools and solutions designed to help you deliver exceptional client outcomes.

The opportunity to build a meaningful career within one of South Africa's leading wealth businesses.

We Can Be a Match If You Are

Passionate about helping clients achieve their long-term financial goals.

Skilled at building relationships founded on trust, credibility, and professionalism.

Commercially minded and motivated to grow a profitable client portfolio.

Curious, courageous, and committed to continuous learning.

Obsessed with mastery and delivering excellence in every client interaction.

A collaborative team player who values diverse perspectives and shared success.

Committed to maintaining the highest standards of compliance, governance, and ethical conduct.

You'll Stand Out If You Have Experience In

Investment Advice

Wealth and Financial Planning

Fiduciary and Estate Planning

Offshore Investing

Structured Lending

Insurance and Risk Solutions

Portfolio Management

High-Net-Worth and Ultra-High-Net-Worth Client Advisory

#FNB
#Private Wealth Advisor
#Wealth Management
#Changeables
#
POST
#FNB
#LI-EM1

We look forward to engaging with you further. Apply now and help our clients build, protect, and transition wealth for generations to come.

Important Closing Date Note

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

22/07/26

All appointments will be made in line with First Rand 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.