Private Wealth Advisor at FNB in Bethlehem
FNB · Bethlehem, Free State
Overview
FNB is looking for a Private Wealth Advisor in Bethlehem, Free State. In this sales focused role you will guide Private Wealth clients through wealth creation, accumulation and protection while growing a portfolio and building long term relationships. It is a great opportunity if you enjoy finance, holistic advice and helping clients reach their money goals.
About the role
As a Private Wealth Advisor at FNB in Bethlehem, you will be the trusted point of contact for Private Wealth clients. Your work centres on delivering an exceptional client experience while applying sound money management principles to deepen engagement and grow the Vertical Sales Index.
You can expect to:
- Advise clients: Provide appropriate banking and financial solutions across an allocated portfolio, helping clients with wealth creation, accumulation and protection.
- Grow revenue: Identify and use opportunities for revenue growth and profit growth by expanding the portfolio base and delivering holistic advice.
- Spot opportunities: Identify local and offshore fiduciary opportunities and advise clients on philanthropy.
- Build relationships: Develop and nurture collaborative relationships across teams, functional lines and the FirstRand Group to enhance delivery and innovation.
- Conduct reviews: Meet with clients, conduct client reviews within engagements and market all financial services solutions in the relevant business offering.
- Stay compliant: Ensure compliance with legislative and audit requirements and adhere to relevant processes.
- Deliver service excellence: Maintain quality service standards and deliver excellent internal and external customer service aligned to organisational values.
- Improve processes: Prevent wastage, identify process improvements and help contain and reduce costs.
- Keep learning: Participate in planned activities that support your own development.
Important application note: Applications will not be accepted on the closing date or thereafter, so submit your application ahead of 30 January 2027. 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, and candidates may disclose disability information voluntarily. This information will be kept confidential unless the bank is required by law to disclose it.
Requirements
- Relevant experience in banking, financial services or sales, ideally in a client facing advisory role
- Knowledge of money management principles and financial solutions for wealth creation, accumulation and protection
- Understanding of local and offshore fiduciary opportunities and philanthropy advice
- Ability to identify and utilise revenue growth opportunities to meet sales targets
- Strong relationship building and collaboration skills across teams and functional lines
- Knowledge of legislative and audit requirements relevant to financial services
- Commitment to delivering customer experience excellence and quality service standards
- Must be comfortable working in Bethlehem, Free State
- Appointments will be made in line with FirstRand Group's Employment Equity plan
- Candidates with disabilities are encouraged to apply and may voluntarily disclose disability information
Responsibilities
- Deliver an exceptional experience for Private Wealth clients by applying money management principles
- Deepen client engagement and drive Vertical Sales Index growth
- Strengthen long term client retention and entrenchment
- Identify local and offshore fiduciary opportunities and advise on client philanthropy
- Build working relationships across teams and functional lines to enhance work delivery and innovation
- Identify and utilise opportunities for revenue growth to deliver on sales targets
- Provide appropriate banking and financial solutions across an allocated portfolio of clients
- Develop, encourage and nurture collaborative relationships across the FRG
- Ensure compliance with legislative and audit requirements and adhere to relevant processes
- Conduct client reviews within engagements and market financial services solutions
- Deliver customer experience excellence aligned to organisational values and service standards
- Prevent wastage and identify process improvements to contain and reduce costs
- Achieve revenue and profit targets by growing the portfolio base and providing holistic advice
Job details
- Organisation
- FNB
- Location
- Bethlehem, Free State
- Job type
- Full time
- Experience level
- Mid
- Category
- Banking & Insurance
- Posted
- 6 October 2026 (1 month ago)
- Closing date
- 30 January 2027
- Application Method
- Apply online
Success Guide
Hi there. Applying for a Private Wealth Advisor role at FNB is a real chance to build a career in banking and wealth management. Before you apply, take time to understand what FNB means by wealth creation, accumulation and protection, and think of examples where you helped a client or customer improve their financial situation. In an interview, expect questions about how you build trust with high value clients, how you handle sales targets responsibly, and how you stay compliant while still being helpful. Mention any experience you have with portfolio growth, holistic advice or financial products. Since wealth management is a sensitive field, show that you are ethical, detail oriented and serious about client confidentiality. Also remember the closing date is 30 January 2027, so get your application in early. Best of luck.
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