Private Wealth Advisor at FNB, Mbombela
FNB · Mbombela, Mpumalanga
Overview
FNB is looking for a Private Wealth Advisor in Mbombela to guide high value clients through wealth creation, accumulation and protection. You will build long term relationships, offer banking and financial solutions, and help clients with local and offshore fiduciary opportunities. This is a full time sales role for someone who enjoys client engagement, holistic advice and working towards clear revenue targets.
About the role
As a Private Wealth Advisor at FNB in Mbombela, you will be the trusted point of contact for Private Wealth clients. Your focus will be on foundational strategies for wealth creation, accumulation and protection, using sound money management principles to deepen client engagement and strengthen retention.
What the role involves:
- Providing appropriate banking and financial solutions across an allocated portfolio of clients
- Identifying local and offshore fiduciary opportunities and advising on client philanthropy
- Conducting client reviews and marketing financial services solutions within the relevant business offering
- Driving revenue growth by growing the portfolio base and delivering holistic advice
- Building working relationships across teams and functional lines to improve delivery and collaboration
- Ensuring compliance with legislative and audit requirements and relevant processes
- Delivering excellent customer service aligned to organisational values and service standards
- Preventing wastage and identifying process improvements to contain and reduce costs
Application note: Applications will not be accepted on the closing date or after, so submit yours well ahead of 09/11/26. You will apply on FNB's official site.
Requirements
- A relevant qualification in finance, banking, business or a related field
- Experience in sales, client relationship management or financial advisory within a banking or financial services environment
- Knowledge of wealth management principles, including wealth creation, accumulation and protection
- Understanding of banking and financial solutions, including fiduciary and philanthropic services
- Strong client engagement and relationship building skills
- Ability to work towards revenue and profit targets
- Knowledge of legislative and audit requirements relevant to financial services
- Excellent communication and customer service skills
- Collaborative team player who can work across functional lines
- A commitment to continuous personal development
Responsibilities
- Deliver an exceptional experience for Private Wealth clients using money management principles
- Deepen client engagement and 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 revenue growth opportunities to meet sales targets
- Provide appropriate banking and financial solutions to an allocated client portfolio
- Conduct client reviews and market financial services solutions within the relevant business offering
- Deliver customer service excellence aligned to organisational values and service standards
- Ensure compliance with legislative and audit requirements and relevant processes
- Prevent wastage and identify process improvements to contain and reduce costs
- Achieve revenue and profit targets by growing the portfolio base and giving holistic advice
- Participate in planned activities that are appropriate for own development
Job details
- Organisation
- FNB
- Location
- Mbombela, Mpumalanga
- Job type
- Full time
- Experience level
- Mid
- Category
- Banking & Insurance
- Posted
- 2 November 2026 (5 days ago)
- Closing date
- 9 November 2026
- Application Method
- Apply online
Success Guide
Applying for a Private Wealth Advisor role at FNB means showing you understand more than just selling products. FNB is looking for someone who can build genuine relationships with clients and give advice that considers their whole financial picture. In your application, highlight any client facing experience you have had and show that you are comfortable working with targets and compliance requirements. If you have exposure to fiduciary services or advising clients on wealth matters, mention it clearly. Prepare for interviews by thinking of examples where you helped a client or customer make a sound financial decision, and be ready to explain how you stay organised with reviews and documentation. Two important notes before you apply: the closing date is 09/11/26 and applications will not be accepted on or after that date, so submit early. Also, all appointments follow FirstRand Group's Employment Equity plan, and people with disabilities are supported in the recruitment process, with voluntary disclosure kept confidential. Take your time to tailor your CV to this specific vacancy and use the official FNB application portal.
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