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FIFirstrand logo

Firstrand

Floor 26

Private Clients Advisor.

Job Description 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: 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. We can be a match if you are: Able to build sound relationships based on trust and openness. Contribute to a culture of service excellence, which builds positive relationships and provides opportunity for feedback and exceptional service. Conduct digital client reviews within the context of client engagements. Consult with SMEs on complex products to provide appropriate product advise. Execute on opportunities to expand our customer base with creditworthy and potentially profitable customers. Provide appropriate banking and financial solutions across an allocated portfolio of clients. Ensure growth and increase in customer base by ensuring the management of existing clients, generates new leads and grows active customer account base. Comply with relevant statutory, legislative, policy and governance requirements as well as set processes and procedures related to area of specialization. #Post #FNB #LI-AA1 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. 21/11/26 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. Introduce yourself to our recruiters and we will get in touch if there's a role that seems like a good match. Should you have any queries, please log it via MyQ. FirstRand provides a comprehensive range of financial services in South Africa and certain markets in broader Africa. The group also offers certain niche products and services in the UK and India. Listed on the Johannesburg Stock Exchange (JSE) and the Namibian Stock Exchange (NSX), FirstRand Limited is the largest financial institution by market capitalisation in Africa. The group follows a multi-branding approach. Its portfolio of financial services businesses includes FNB, RMB, WesBank, Ashburton Investments, Aldermore, MotoNovo and DirectAxis. Many are leaders in their respective segments and markets, offering transactional, lending, investment and insurance products and services The FirstRand Corporate Centre houses many of the critical functions required by a large and complex financial services group. The group's track record of delivering superior returns to shareholders has been achieved through a combination of organic growth, acquisitions, innovation and the creation of completely new businesses. The group’s purpose of delivering Shared Prosperity provides many opportunities for employees to innovate to address social and environmental challenges in our markets. All of our businesses have successful Volunteering programmes which also allow employees to adopt and support causes close to their hearts.
Pay
Not stated
Where
Floor 26 · Portside · 5 Buitengracht Street
Work
Not stated
Type
Not stated
Posted
6 Nov, 2026
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