Private Wealth Advisor at FNB in Pretoria
FNB · Pretoria, Gauteng
Overview
FNB is building a talent pool for Private Wealth Advisors in Pretoria. If you have a financial degree, RE5 certification and 3 to 5 years of sales experience in financial services, this is your chance to join RMB Private Bank. You will help high value clients grow and protect their wealth while enjoying uncapped earning potential and a collaborative, owner manager culture.
About the role
RMB Private Bank, part of FNB, is looking for Private Wealth Advisors to join their Pretoria team. In this role you will guide clients through key stages of their wealth journey, offering private banking solutions that evolve as their financial needs change.
You will work closely with clients to educate them on basic wealth creation and accumulation, using contextual Money Management principles to deepen relationships and drive retention. You will also market the full range of financial services solutions within the business offering and manage a leads pipeline to support profit growth.
Important application note: This advertisement is not for an active vacancy. FNB is gathering applications to build a talent pool for future opportunities. You will not receive an immediate decline notice or status update. Applications close on 14 November 2026 and must be submitted before that date. Apply via FNB's official careers site.
Requirements
- Relevant NQF level 7 FSCA approved Degree
- RE5 Regulatory Compliance Certificates with relevant COB (Class of Business)
- Meet all requirements on SUB CATS
- 3 to 5 years of experience within a Sales or Service area of a financial environment
- Able to build sound relationships based on trust and openness
- Ability to comply with statutory, legislative, policy and governance requirements
Responsibilities
- Deliver exceptional experience and education to RMB Private Bank clients on basic wealth creation and accumulation
- Increase vertical sales index 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 by ensuring effective management of the leads pipeline
- Produce consistently high quality outputs within agreed deadlines
- Grow the customer base by managing existing clients, generating new leads and growing active accounts
- Comply with relevant statutory, legislative, policy and governance requirements
Benefits
Opportunities to network and collaborate, basic guaranteed rewards with uncapped earning potential, opportunities to innovate
Job details
- Organisation
- FNB
- Location
- Pretoria, Gauteng
- Job type
- Full time
- Experience level
- Mid (3+ years)
- Education
- Bachelor
- Category
- Banking & Insurance
- Posted
- 6 November 2026 (1 day ago)
- Closing date
- 14 November 2026
- Application Method
- Apply online
Success Guide
This is a talent pool advert, so treat it as a chance to get on FNB's radar for future Private Wealth Advisor roles rather than an immediate vacancy. Make sure your CV clearly shows your financial sales experience, your RE5 and COB certifications, and your NQF level 7 degree. In an interview for a wealth role, expect questions about how you build trust with high value clients and how you manage a sales pipeline. Highlight examples where you grew a client base or helped clients with wealth creation. Also be ready to talk about compliance, because FNB takes governance seriously. Apply before 14 November 2026 and keep an eye on your profile for future openings.
How we help you prepare
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