Private Wealth Advisor at FNB in Polokwane
FNB · Polokwane, Limpopo
Overview
FNB is hiring a Private Wealth Advisor in Polokwane, Limpopo. You will guide private wealth clients on growing, protecting and managing their money, while building long term relationships and spotting new opportunities. This is a full time sales and advisory role within one of South Africa's biggest banks, ideal for someone with client facing financial services experience who wants to grow a professional career in wealth management.
About the role
FNB is looking for a Private Wealth Advisor to join their team in Polokwane, Limpopo. In this role you will work closely with private wealth clients to help them create, grow and protect their wealth. You will apply sound money management principles to deepen client relationships and keep clients connected to the bank for the long term.
Day to day you can expect to:- Provide banking and financial solutions to a portfolio of private wealth clients
- Identify local and offshore fiduciary opportunities and advise clients on philanthropy
- Conduct client reviews and market financial services solutions that fit each client's needs
- Build working relationships across teams and functional lines to improve service delivery
- Drive revenue growth by growing the portfolio base and delivering on sales targets
- Ensure compliance with legislative and audit requirements and follow relevant processes
- Deliver excellent customer service in line with organisational values and service standards
- Prevent wastage and suggest process improvements to contain and reduce costs
- Take part in planned activities that support your own development
Requirements
- Experience in a client facing financial services, banking or sales role
- Knowledge of wealth creation, accumulation and protection principles
- Understanding of banking and financial solutions
- Strong sales and relationship building skills
- Ability to identify revenue growth opportunities
- Knowledge of legislative and audit compliance requirements in banking
- Excellent customer service and communication skills
- Ability to work collaboratively across teams and functional lines
Responsibilities
- Deliver an exceptional experience for private wealth clients
- Apply money management principles to deepen client engagement
- Identify local and offshore fiduciary opportunities and advise on client philanthropy
- Build working relationships across teams and functional lines to enhance work delivery
- Identify and use opportunities for revenue growth to meet sales targets
- Provide appropriate banking and financial solutions across an allocated client portfolio
- Conduct client reviews and market all financial services solutions within the relevant business offering
- Ensure compliance with legislative and audit requirements and relevant processes
- Deliver customer service excellence aligned to organisational values and standards
- Prevent wastage and identify process improvements to reduce costs
- Achieve revenue and profit targets by growing the portfolio base and providing holistic advice
Job details
- Organisation
- FNB
- Location
- Polokwane, Limpopo
- Job type
- Full time
- Experience level
- Mid
- Category
- Banking & Insurance
- Posted
- 4 October 2026 (1 month ago)
- Closing date
- 30 December 2026
- Application Method
- Apply online
Success Guide
This is a great opportunity if you are looking to build a career in private wealth management with FNB. The role is based in Polokwane, so you will be working with clients in the Limpopo region.
When you apply, make sure your CV highlights any experience you have in banking, financial advisory or sales where you dealt directly with clients. Talk about how you built relationships and helped clients with financial solutions.
The application closes on 30 December 2026, and FNB will only accept applications submitted before that date. So do not wait until the last minute. Apply on FNB's official site and make sure your profile is complete.
For the interview, be ready to talk about how you would grow a portfolio of private wealth clients and what you know about wealth creation and protection. Good luck.
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