Private Wealth Advisor at FNB in Stellenbosch
FNB · Stellenbosch, Western Cape
Overview
FNB is looking for a Private Wealth Advisor to join their RMB team in Stellenbosch, Western Cape. You will work with high net worth clients, helping them grow and protect their wealth through smart money management. This is a great opportunity if you have a finance degree, RE5, and 3 to 5 years of experience in banking or wealth management. You will build strong client relationships and provide tailored financial solutions.
About the role
As a Private Wealth Advisor at FNB, you will be part of RMB, the corporate and investment banking arm of FirstRand. Your main focus will be on delivering exceptional service and education to high net worth clients, helping them with wealth creation, accumulation, and protection. You will use contextual money management principles to increase sales and keep clients loyal.
Day to day, you can expect to:
- Grow your portfolio and meet revenue targets by giving holistic financial advice
- Provide banking and financial solutions across your client base
- Identify local and offshore fiduciary opportunities and advise on philanthropy
- Ensure compliance with legislation and audit requirements
- Build relationships across teams to improve service delivery
- Conduct client reviews and market financial services solutions
- Deliver excellent customer service that aligns with the bank's values
- Look for ways to reduce costs and improve processes
Important application note: Applications will not be accepted on or after 13 November 2026, so submit yours early. You will need to apply on FNB's official site. A credit record check is required in line with the National Credit Act.
Requirements
- Relevant NQF7 level degree in Finance, Economics, or Accounting
- Completed RE5 qualification
- Certified Financial Planner (CFP) preferred
- 3 to 5 years of experience in banking, investment, financial planning, wealth management, or client facing roles
- Full understanding of money management principles
- Sign off on these sub categories: 1.3 Long Term Insurance B1, 1.4 Long Term Insurance C, 1.5 Retail Pension Benefits, 1.14 Participatory Interests in a Collective Investment Scheme, 1.17 Long term Deposits, 1.18 Short term Deposits, 1.22 Long term Insurance B1 A
- Sound knowledge of business related systems
- Knowledge of banking and financial services regulatory requirements
- Wealth management creation and accumulation knowledge
- Wealth protection or risk knowledge
- Excellent project management skills and ability to plan and organize work independently
- Proven track record in servicing a portfolio of clients and acquiring new relationships
- Excellent knowledge of global financial markets and current affairs
- Ability to match client needs with appropriate product solutions
- Sound knowledge of the bank's risk and other mandates
Responsibilities
- Achieve revenue and profit targets by growing the portfolio base and providing holistic advice
- Identify and utilise opportunities for revenue growth to meet sales targets
- Provide appropriate banking and financial solutions to an allocated portfolio of clients
- Identify local and offshore fiduciary opportunities and advise on client philanthropy
- Ensure compliance with legislative and audit requirements and relevant processes
- Build working relationships across teams and functional lines to enhance work delivery
- Develop and nurture collaborative relationships within RMB and FirstRand Group
- Conduct client reviews within client engagements and market all financial services solutions
- Participate in planned activities for own development
- Deliver customer experience excellence aligned to organisational values and service standards
- Prevent wastage and identify process improvements to contain and reduce costs
Job details
- Organisation
- FNB
- Location
- Stellenbosch, Western Cape
- Job type
- Full time
- Experience level
- Mid (3+ years)
- Education
- Bachelor
- Category
- Banking & Insurance
- Posted
- 3 November 2026 (4 days ago)
- Closing date
- 13 November 2026
- Application Method
- Apply online
Success Guide
This is a great role if you are looking to grow your career in private wealth management with a major bank like FNB. Make sure your CV clearly shows your experience working with high net worth clients and your relevant qualifications, especially your RE5 and any CFP progress. In the interview, be ready to talk about how you build trust with clients and your knowledge of financial markets. Also, remember to apply before 13 November 2026 and note that a credit check will be done.
How we help you prepare
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