Private Advisor - Wealth Creation at FNB in Upington
FNB · Upington, Northern Cape
Overview
FNB is looking for a Private Advisor in Upington to help private clients with wealth creation, accumulation, and protection strategies. If you have 3 to 5 years of sales experience in financial services and want uncapped earning potential with a big four bank, this is a great opportunity to grow your career in the Northern Cape.
About the role
As a Private Advisor at FNB in Upington, you will be the trusted guide for private clients who are focused on building and protecting their wealth. Your day to day involves engaging with clients, helping them understand money management principles, and making sure they feel supported in their financial journey.
You will work closely with RMB clients too, so the role has a strong relationship building element. FNB is all about changeables, people who can adapt and innovate in a team of experts. You will need to deliver high quality work, manage a healthy leads pipeline, and help the business grow through smart client engagement.
This role is advertised as a talent pipeline, so it is not linked to an immediate vacancy. That means FNB is looking to build a pool of potential candidates for future openings, but the opportunity is very real for the right person.
Important Application Note: Applications will not be accepted on 30/12/26 and onwards, so make sure you submit yours well before that date.Requirements
- Minimum Qualification: Relevant NQF level 7 FSCA approved Degree
- RE5 Regulatory Compliance Certificate with relevant COB and meet all requirements on SUB CATS
- 3 to 5 years experience within a Sales or Service area of a financial environment
- Signed off for supervision of all your SUB CATS
- Able to build sound relationships based on trust and openness
- Compliance with relevant statutory, legislative, policy and governance requirements
Responsibilities
- Provide exceptional experience and education to Private Clients and RMB clients on basic wealth creation and accumulation
- Increase the Vertical Sales Index (VSI) and drive client retention and entrenchment through contextual Money Management principles
- Understand and market all financial services solutions within the relevant business offering
- Assist with profit growth by effectively managing the leads pipeline
- Ensure growth in customer base by managing existing clients and generating new leads
- Comply with statutory, legislative, policy and governance requirements as well as set processes and procedures
- Produce consistently high quality outputs within agreed deadlines
Benefits
Basic guaranteed rewards with uncapped earning potential, opportunities to network and collaborate, opportunities to innovate
Job details
- Organisation
- FNB
- Location
- Upington, Northern Cape
- Job type
- Full time
- Experience level
- Mid (3+ years)
- Education
- Bachelor
- Category
- Sales & Business Dev
- Posted
- 4 October 2026 (1 month ago)
- Closing date
- 30 December 2026
- Application Method
- Apply online
Success Guide
If you are applying for this Private Advisor role at FNB, remember that they are looking for someone with a solid financial services background and a real passion for sales. You will need to show more than just ticking boxes on your CV. When you write your application, highlight specific examples of how you have built client relationships, grown a sales pipeline, or helped clients with wealth products. Since this is a talent pipeline role, it is worth mentioning that you are flexible about when you start. Also, make sure your RE5 and COB certificates are mentioned clearly because they are non negotiable. A typical interview for a bank like FNB will include competency based questions, so prepare stories about how you handle targets, difficult clients, and working in a compliance heavy environment. FNB loves innovative thinkers, so show them you can adapt and bring fresh ideas to client conversations.
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