Private Wealth Advisor, Sales at FNB in Kimberley
FNB · Kimberley, Northern Cape
Overview
FNB is hiring a Private Wealth Advisor in Kimberley, Northern Cape to help clients with wealth creation, accumulation and protection. You will provide banking and financial solutions across a portfolio of clients, stay compliant with legislation, and build relationships across the FirstRand Group. This is a sales driven role suited to someone who enjoys market reviews, revenue growth and delivering excellent customer service.
About the role
As a Private Wealth Advisor at FNB in Kimberley, you will be the trusted point of contact for Private Wealth clients. Your day to day work involves delivering exceptional service, applying money management principles and helping clients grow, protect and pass on their wealth.
- Conduct client reviews, engage with clients in a meaningful way and offer appropriate banking and financial solutions across your portfolio.
- Identify local and offshore fiduciary opportunities and advise on client philanthropy.
- Drive revenue and profit growth by growing your portfolio base and delivering independent holistic advice.
- Build working relationships across teams and functional lines to support collaboration, delivery and innovation.
- Stay compliant with legislative and audit requirements while adhering to relevant processes.
- Prevent wastage, identify process improvements and help contain costs.
Take note: Applications will not be accepted on the closing date or later. Submit early. The closing date is 30 January 2027 and applications are made through FNB's official Workday site. FirstRand Group supports the recruitment and advancement of individuals with disabilities and appointments are made in line with the Employment Equity plan.
Requirements
- Experience in a client facing banking, financial services or sales advisory role.
- Strong understanding of wealth management, money management and financial planning principles.
- Ability to identify fiduciary opportunities and provide holistic banking solutions.
- Knowledge of legislative and audit requirements within financial services.
- Excellent relationship building, communication and collaboration skills.
- Track record of achieving revenue and profit targets.
- Commitment to delivering customer experience excellence and adhering to service standards.
Responsibilities
- Provide appropriate banking and financial solutions to an allocated portfolio of Private Wealth clients.
- Conduct client reviews within client engagements and market relevant financial services solutions.
- Identify and use opportunities for revenue growth to meet sales targets.
- 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.
- Ensure compliance with legislative, audit and process requirements.
- Deliver internal and external customer service excellence.
- Prevent wastage and identify process improvements to contain and reduce costs.
Job details
- Organisation
- FNB
- Location
- Kimberley, Northern Cape
- Job type
- Full time
- Experience level
- Mid
- Category
- Sales & Business Dev
- Posted
- 6 October 2026 (1 month ago)
- Closing date
- 30 January 2027
- Application Method
- Apply online
Success Guide
This Private Wealth Advisor role at FNB is a great step if you already have some banking or sales experience and want to work closely with high value clients. In your application, highlight any time you managed a client portfolio, met sales targets or gave financial advice. Familiarise yourself with wealth creation, fiduciary duties and the kind of solutions FNB offers. For the interview, be ready to talk about how you build trust with clients, handle compliance and spot opportunities to grow a portfolio. The closing date is 30 January 2027, so submit your application early through the official FNB Workday link. If you have a disability and want to disclose it for the Employment Equity process, you can do so voluntarily.
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