Private Client Advisor at FNB in Mbombela, Mpumalanga
FNB · Mbombela, Mpumalanga
Overview
FNB is looking for a Private Client Advisor in Mbombela, Mpumalanga to guide private clients on wealth creation, protection and money management. If you have 3 to 5 years of sales or service experience in financial services, plus a relevant NQF level 7 degree and RE5, this role offers guaranteed basic pay with uncapped earning potential and a chance to grow within one of South Africa's biggest banks.
About the role
FNB is hiring a Private Client Advisor to join its Sales team in Mbombela, Mpumalanga. In this role you will work directly with Private Clients and Private Clients RMB clients, helping them understand basic wealth creation, accumulation and protection so they can make better money decisions.
You will be expected to:
- Deliver exceptional service and education to private clients on wealth creation and protection tactics
- Use contextual Money Management principles to increase the vertical sales index (VSI) and drive client retention and entrenchment
- Understand and market all financial services solutions within the relevant business offering
- Assist with profit growth by managing the leads pipeline effectively
- Produce consistently high quality outputs within agreed deadlines
- Build sound relationships based on trust and openness
- Manage existing clients, generate new leads and grow the active customer account base
- Comply with statutory, legislative, policy and governance requirements
Important application note: Applications will not be accepted on 30/11/26 or onwards, so submit your application well before the closing date. All appointments will be made in line with FirstRand Group's Employment Equity plan, and the bank supports the recruitment and advancement of individuals with disabilities. You will apply on FNB's official site.
Requirements
- Minimum qualification: Relevant NQF level 7 FSCA approved Degree
- RE5 Regulatory Compliance Certificates with relevant COB (Class of Business)
- 3 to 5 years experience within a Sales or Service area of a financial environment
- Signed off on FAIS categories
- Able to build sound relationships based on trust and openness
- Contribute to a culture of service excellence
- Curious and courageous, driven to always learn more
- Obsessed with mastery and constantly pushing yourself to improve
Responsibilities
- Deliver exceptional experience and education to Private Clients on basic wealth creation and accumulation
- Increase vertical sales index (VSI) and drive client retention and entrenchment using contextual Money Management principles
- Understand and market all financial services solutions within the relevant business offering
- Assist with profit growth for the business through effective management of the leads pipeline
- Produce consistently high quality outputs within agreed deadlines
- Build sound relationships based on trust and openness
- Ensure growth and increase in customer base by managing existing clients, generating new leads and growing active customer account base
- Comply with relevant statutory, legislative, policy and governance requirements as well as set processes and procedures
Benefits
Opportunities to network and collaborate, basic guaranteed rewards with uncapped earning potential, opportunities to innovate
Job details
- Organisation
- FNB
- Location
- Mbombela, Mpumalanga
- Job type
- Full time
- Experience level
- Mid (3+ years)
- Education
- Bachelor
- Category
- Banking & Insurance
- Posted
- 1 October 2026 (1 month ago)
- Closing date
- 30 November 2026
- Application Method
- Apply online
Success Guide
Hi there! This Private Client Advisor role at FNB in Mbombela is a solid step up if you already have a few years of sales or service experience in financial services. Before you apply, make sure your CV clearly shows your RE5 certificate, your FAIS sign off and your NQF level 7 degree, because FNB will check these first. In your application, highlight any experience you have with private clients, wealth products or reaching sales targets, since the role is all about growing the vertical sales index and keeping clients loyal. If you get an interview, expect questions about how you build trust with high value clients and how you manage a leads pipeline. Also remember the closing date is 30 November 2026, so do not wait until the last minute. Good luck, you have got this!
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